- Kuching, Sarawak Kuching Sarawak Malaysia
Working Location
Job Description
Responsibilities
Prospecting :
Find potential clients
Arrange appointments and fact funding
Financial need analysis :
Understand the clients’ income , expenses,debts,family responsibilities and financial goals,
Identify protection gaps such as life, medical , critical illness,accident and income protection
Insurance planning:
Recommend suitable insurance/ takaful solutions based on the clients’ needs and budget
Explain benefits ,exclusions, premiums,coverage terms and policy conditions
Presentation and closing
After sales service
Client relationship management
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