发布 Sep 30, 2016 6 查看
- Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
- Approaches 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.
- Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
- Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Obtains underwriting approval by completing application for coverage.
- Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
- Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
- Provides death benefits by delivering policy proceeds; reassessing client needs.
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
- Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Dawood Family Takaful Limited
Providing Islamic Financial Protection and Saving services since 2007. Vision The Company will strive to become the Takaful partner of choice in Pakistan catering to the financial protection, long term savings, retirement and financial planning needs of individuals, businesses, and the public sector, in full conformity with Sharia principles. Mission Statement To be recognized as a reputable, profitable, Sharia driven Family Takaful operator offering innovative financial solutions to its clients through best in class talent, technology and distribution power.
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