Key Deliverables
Developing new businesses/Prospects to meet company targets.
Manage day-to-day activities.
Assessing clients' financial needs, goals, and risk tolerance
Prepare monthly reports on progress made.
Relationship building and customer satisfaction.
Supervise and monitor the issuance of policy sold
Assessing clients' financial portfolios and analysing risk
Professional Qualifications
Industry Qualification
Business Development, Sales, Marketing and Retail
Diploma in any business related field. Other professions like teaching, sales in medical supplies, nursing also considered
At least 5 years of practical work experience.
Must be at least 30 years of age or above. Ability to work under pressure and meet strict deadlines.
Excellent communication skills, highly confidential and well organized.
Must have integrity and a high sense of ethical responsibility.
Should be result-oriented, and a good team player with self-drive and interpersonal skills.
Excellent written and oral communication, good organization, speed to execute work, maturity, and sense of judgment.