Financial Solutions Officer

Financial Solutions Officer

AXA Group Operations Malaysia Sdn Bhd
Not Specified
Not Specified

Job Description

  • Identifies prospective clients, financial planning interviews, prepares presentations, and closes the sale of insurance and investment services to high net worth individual.

  • Undertakes financial planning interviews using structured presentation processes and fact find materials using FNA (Financial Need Analysis) Tool

  • Ensures achievement of monthly sales goals and contributes in team targets.

  • Analyzes, prepares reports and presents findings with recommendation for company products. Answer questions and overcome objections.

  • Ensures that sales process executed is in accordance with laws and company policies stated in MCG (Market Conduct Guidelines)

  • Actively source/generates new referrals/leads through various networking channels, bank and client referrals from fact find interviews.

  • Develops and maintains cordial working relations with bank officers, employees and High Net Worth clients by ensuring the timely and expeditious servicing of clients’ financial needs and requirements.

  • Provides after-sales services: policy delivery, explanation and attends to queries and problems within given time.

  • Maintains confidentiality and accuracy of client’s details and contacts.

  • Monitors market development and economic trends within industry and how these impact clients’ portfolio. Provides marketing feedback on products and competitors activity.

  • Compiles production and ensures compliance in activity reports and Monthly Performance reports.

  • Attends to all administrative functions associated with the job, including completion of application forms and attends to underwriting requirements, communication with AXA Head Office, etc.

  • Performs other task that maybe assigned by the Senior Sales Manager and Sales Director.
  • Job Details

    A global leader in insurance and investments, AXA takes care of 107 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations.

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