Allianz Life Planner
Job Summary
The Allianz Life Planner Executive is responsible for contacting potential clients, conducting financial risk analyses, and developing quotes and proposals. Candidates must possess relevant insurance certifications such as PCE, Celli, or PCIL. The role is ideal for independent, self-driven individuals with good communication skills and their own transportation.
Responsibilities
- Contacting potential clients and arranging meetings
- Conducting financial risk analysis and policy review
- Researching new opportunities and developing quotes
- Building and maintaining customer relationships
Required Skills
- PCE, Celli or PCIL Insurance Certificate
- Sales and customer relation oriented
- Good communication skills
- Independent and self-driven
Job Details
Passionate in:-Life Planner Executive
Contacting potential clients to establish rapport and arrange meetings.
Conduct Financial Risk Analysis & Policy Review
Researching organizations and individuals to find new opportunities.
Increasing the value of current customers while attracting new ones.
Developing quotes and proposals for clients.
Build long-term relationships with new and existing customers
Sales & Customer Relation Oriented
Requirements:
MUST have PCE, Celli or PCIL Certiicate for Insurance
Related Experience are encourage
Fresh Graduates are encourage
Independent & Self Driven with Good Communication Skills
Must Have Own Transportation