Allianz ir pasaules apdrošināšanas un aktīvu pārvaldības uzņēmums, kas klientiem piedāvā plašu finanšu produktu un pakalpojumu klāstu. Tā darbība aptver apdrošināšanu, finanses un banku pakalpojumus, savukārt komandas koncentrējas uz uzticamas drošības nodrošināšanu un informētām attiecībām ar klientiem. Uzņēmums uzsver sadarbību, godīgumu un patiesu saskarsmi, veidojot vidi, kurā darbinieki atklāti apmainās ar idejām un izmanto nozares zināšanas, lai sasniegtu labākus rezultātus.
Wealth Planning Executive at Allianz Malaysia
Advise Allianz Malaysia customers on insurance, savings, retirement and legacy planning. Build lasting client relationships while meeting sales and productivity goals.
Apraksts
- Find and engage prospective customers through company leads, personal prospecting, referrals and other approved channels.
- Review policies and assess customers’ financial needs across protection, savings, retirement and legacy planning.
- Offer financial planning guidance and insurance recommendations tailored to each customer.
- Meet individual sales and productivity goals.
- Build and sustain customer relationships through regular contact.
- Spot opportunities to enhance policies, add protection and cross-sell products.
- Create customer experiences that support retention, satisfaction and advocacy.
- Provide service and support to customers after purchase and throughout the policy lifecycle.
- Handle policy questions and related administrative tasks.
- Assist customers with claims.
- Take part in sales routines, performance reviews and team activities.
- Complete required training, certifications, coaching and development programmes.
- Follow regulations and company policies, maintain professional and ethical conduct, and protect customer confidentiality.
Prasības
- Diploma or degree.
- One to three years of sales experience preferred.
- Experience in banking, financial services, insurance or another consultative sales setting is an advantage.
- Recent graduates with strong interpersonal skills are encouraged to apply.
- Able to build relationships and earn trust.
- Strong communication, presentation and interpersonal skills.
- Customer-focused, with an interest in helping people achieve financial security.
- Self-directed, disciplined and motivated by results.
- Strong problem-solving and service recovery abilities.
- Able to work independently and contribute to a team.
- Familiarity with AI tools such as ChatGPT to simplify tasks.
- Valid driving licence, own transportation and willingness to travel.
- Flexible working hours when needed to meet customer needs.
- PCIL certification required.
Priekšrocības
- An inclusive workplace guided by integrity, fairness, inclusion and trust.
- Equal-opportunity workplace.
- Professional training, certification, coaching and development programmes.
- A customer-focused environment that empowers employees.