Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
Acquire new businesses while maintaining current account portfolio
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4. Membuat analisa keperluan sebenar terhadap nilai perlindungan yang diperlukan pelanggan.
5. Mencadangkan plan yang sesuai berdasarkan keperluan pelanggan anda dan memahamkan kepada mereka kenapa polisi yang anda cadang tersebut lebih bermanfaat kepada mereka waktu ini.
