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Financial Protection Specialist (Freelance)
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Position: Financial Protection Specialist
Startup Capital: RM3,000 - RM100,000 (upon achieving sales targets)
Working Hours: 9:00 AM - 5:00 PM
Working Days: Monday - Friday (Flexible)
Location: SUITE 19-3 Level 19 Tower A Plaza 33 No 1 Jalan Kemajuan Seksyen 14 46200 Petaling Jaya Selangor
Job Description:
- Engage with clients to thoroughly understand their financial needs, goals, and concerns.
- Provide professional advice on suitable life insurance, takaful, and investment products tailored to individual needs.
- Design customized financial plans to help clients achieve their objectives.
- Build strong, long-term, and trusted relationships with clients.
- Effectively communicate the value of AIA's financial products and solutions to meet client needs.
- Deliver exceptional customer service to ensure satisfaction and loyalty.
- Identify and secure new leads through various channels, including TikTok (live and ads), Instagram, Facebook, referrals, and networking events.
- Organize and host seminars, workshops, or financial webinars to attract and educate potential clients on the importance of financial planning.
- Utilize creative digital marketing strategies to expand reach and influence.
- Ensure smooth processing of policy issuance and update clients on their application status.
- Provide follow-up services, including claim management, policy reviews, and necessary amendments.
- Act as the primary contact for clients, addressing any queries or additional needs.
- Adhere to all company compliance standards, industry regulations, and established guidelines.
- Prepare daily sales reports using tools like ALPA Apps and MIRADS System to monitor performance and track goals.
- Plan and follow a structured sales schedule (weekly, monthly, and yearly), including strategizing to meet individual and agency targets.
Job Type: Freelance
Pay: RM3,000.00 - RM100,000.00 per month
Schedule:
- Monday to Friday