Kerja Sepenuh Masa Investment Advisor, Gaji tinggi MYR 8,000 + Pampasan Tambahan di Legasi Group.LZ Shah Alam - Maukerja

Client Advisory: Analyze client's financial profiles, identity protection gaps, and recommend suitable Takaful Plans

Develop and present comprehensive financial plans tailored to individual client needs, considering their risk tolerance, financial goals, and life stages.

Build and maintain strong, long-term relationships with clients through regular communication, proactive follow-ups, and exceptional customer service. Provide ongoing policy review services.

Identify and pursue new business opportunities through networking, referrals, and strategic sales initiatives to expand the client base.

Continuos Learning: Stay updated on market trends, economic conditions, and regulatory changes affecting the financial services industry and Takaful products.

Participate in mandatory agency meeting, training , events.

Being fluent in English is a bonus for effective communication with a diverse clientele.

Develop and implement comprehensive financial plans for clients, aligning with their short-term and long-term goals.

Provide expert advice on Takaful products and other financial solutions, ensuring clients understand the benefits, features, and suitability for their specific needs and risk profiles.

Cultivate and maintain strong, long-term relationships with a diverse client base, acting as a trusted advisor and primary point of contact for all financial matters.

Stay updated on market trends, economic conditions, and regulatory changes affecting the financial services industry and Takaful products.

Claim Assistance: Guide and support clients during the critical moments of filing Takaful claims.