Insurance News
Brief insurance news and digest for the busy executives. A handy insurance news archive with main focus on Malaysia. Disclaimer: While all attempts are made to ensure the accuracy of the news herein, we will not be liable for any loss arising from the use of any information contained in this blog. You may reproduce materials published here provided the source (news.actuaries.com.my) is properly acknowledged.
Insurance Job Advertisements
Wednesday, 4 June 2008
Transforming Agents to Wealth Planners
Prudential is in the process of transforming its agents to wealth planners. The wealth planners are similar to financial advisers in that they would assess a customer's financial position and risk profile before recommending a product.There will be 3 categories of wealth planners: premier, executive and senior, according to the skills, competence and production level.
Prudential currently has life insurance, general insurance, unit trusts, takaful, will and trust services under its brand.
A point-of-sales technology would be launched in July to assist the wealth planners.
Source: The Star
Labels: Business Targets, Prudential
About Me
- Name: Teh Loo Hai
- Location: Kuala Lumpur, Malaysia
Loo Hai is an actuarial recruiter cum actuarial consultant. He has over 20 years of work experience gained in Malaysia and Australia in the actuarial, insurance, takaful and pension fields.
Previous Posts
- Jerneh's Regional Expansion
- Centennial Max Plan
- 34% Profit Growth
- Stronger Q1 for Allianz
- Pacmas Q1 Profit Down
- Jerneh's 2008 Targets
- PT Anugrah Life Purchase Approved
- Etiqa Teams Up with Touch 'n Go
- MCIS Outsourced IT
- AmBeautiful & AmBeauty
Subscribe to
Posts [Atom]
0 Comments:
Post a Comment
Links to this post:
Create a Link
<< Home