Financial Advisor (Takaful and Credit Card)
- Provide service to clients' changing investment needs by selling Investment Plans
- Develop base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects
- Approach potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being
- Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation
- Calculate premiums and establish payment method.
- Customize insurance programs to suit individual customers, often covering a variety of risks