Quote Generation: Provide clients with insurance quotes, explain policy terms and conditions, and answer any questions or concerns they may have.
Underwriting Assistance: Assist clients in completing insurance applications and provide any necessary information to underwriters for policy approval.
Policy Maintenance: Maintain client records, process policy changes, and handle policy renewals to ensure continuous coverage.
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Responsible for achieving Individual Sales Target given
Proactively and consistently analysis / reviewing customers’ needs to offer various financial solutions and build strong customer relationship to retain and grow the customer’s wealth
*Fully Digital working platform and Job Training by Leader
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To produce more life and Takaful advisors as well as spreading awareness to the public on the importance of life coverage. As advisors able to sustain their income in this industry, they also able to help people to do preparation in terms of having Takaful in their commitments and responsibilities.