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Financial Protection Specialist

  • Full Time, onsite
  • RedRadar International (Recruitment Agency)
  • Petaling Jaya, Malaysia
Salary undisclosed

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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: 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: Permanent

Pay: RM3,000.00 - RM100,000.00 per month

Schedule:

  • Day shift
  • Fixed shift

Supplemental Pay:

  • Performance bonus

Work Location: In person