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dreamcareerbuilder.com

Wealth Planner

SJ PREMIER INFINITY SDN BHD Posted: 11 Month
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Description:
  • works with individuals and businesses to guide them in making budgetary, savings and investment decisions.

  • They need good communication and interpersonal skills in addition to financial knowledge

  • Provide service to clients’ changing insurance needs by selling  Prudential  products and services: life, health, and disability insurance

  • Create and maintain good rapport with clients by offering good quality services for repeat business and referrals

  • Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist customer in choosing the right financial plan •

  • Focus on customer-relationship

  •  Engage and interact with customer face to face

  • Enhance insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments


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