Total 112 Operations Advisor job vacancies in Finance / Banking / Insurance category in The United States of America

We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and services.

Highlight :

• High Basic Allowance provided 
• Hybrid work mode. Work-life balance with flexible working hours, manage your own schedule.
• Unlimited earning potential (Basic Allowance + Commission + Regular Cash Incentive + Yearly Bonus)
• Comprehensive training and Mentorship programs 
• High Opportunity for career advancement (Promote to Manager in 1 Year)
• Exciting rewards campaign for new joiner (free iPad / Travel etc) 

Job Responsibilities:

• Conduct thorough financial needs analysis to understand clients' financial goals and objectives.
• Develop personalized financial plans and strategies tailored to clients' unique circumstances.
• Educate clients on various financial products and services, including insurance, investments, and retirement planning.
• Build and maintain long-term relationships with clients, providing ongoing support and guidance.
• Keep up-to-date with industry trends, market developments, and regulatory changes.
• Meet or exceed sales targets and contribute to the growth and success of the agency.

Requirements:

• Full time or part time are welcome to apply
• Strong passion for helping others and making a positive impact on their financial well-being.
• Excellent communication and interpersonal skills.
• Proactive and self-motivated with the ability to work independently.
• High level of integrity, professionalism, and ethical conduct.
• Prior experience in sales or customer service is an advantage.
• Minimum SPM qualification or equivalent.
• Chinese Speaking is a must.

 

If you are ambitious, goal-oriented, and eager to build a successful career in the financial services industry, join our team at OLPA. Take the first step towards a rewarding future by sending your resume us. We look forward to welcoming you to our dynamic team!

Apply now to know more on our Attractive Commission Structure & current newjoin Campaign !

Note: Only shortlisted candidates will be contacted for an interview.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Company trips

Welcome, where we believe in the transformative power of life insurance to secure futures and protect loved ones. As a Life Insurance professional, your journey with us is more than just a career – it's an opportunity to make a lasting impact on individuals and families across Malaysia.

Job Description

Client Consultation:
Conduct comprehensive consultations with clients to understand their financial goals and insurance needs.
Provide expert advice on life insurance products and guide clients in selecting appropriate coverage.

Sales and Business Development:
Generate leads through networking, referrals, and other prospecting activities.
Meet or exceed sales targets through effective sales techniques and relationship building.

Customer Service:
Ensure accurate and timely documentation of client interactions and policy details.
Provide ongoing customer service to policyholders, including addressing inquiries, processing policy changes, and offering support during claims processes.
Stay updated on industry trends, market conditions, and changes in life insurance products.
 

Benefits:

*Financial support scheme*
*EDP Entrepreneur Development Program RM(2k-5k) monthly*
* PruVenture Manager RM(3k-10k) monthly and Fast track to be manager
6-year Multiple Commission & 3-year Incentive Bonus goes up to 6-figure income
Promotion to become a quality leader as Unit Manager and Agency Manager
Recognition Awards NAAPN and Incentive premier trip to oversea
Retirement Gratuity Benefit to the Agent and Agency Manager.
Legacy of business, income, and position will be beneficiary continue to Family Members.
Provided free training program / successful environment/coaching/platform 28 branches over Malaysia

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Casual dress code
• Company trips
• Personal leave
• Personal development opportunities

Job Scope 工作范围:

• Building relationship & network with stakeholders from various background.
  (与各种背景的利益相关者, 建立关系。)
• Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (负责为利益相关者, 提供有关风险管理、保险、遗嘱、信托、房产规划、投资等方面的咨询服务。)
• Engage in sales and marketing events. (参与销售和营销活动。)
• Provide follow up on the policy servicing services to customer, i.e: payment mode, change in plans, trustee appointment, top-ups, etc. (为客户提供保单服务的后续跟进，例如：付款方式、计划变更、受托人任命、增加投资额等。)
• Providing professional financial advisory services, guiding stakeholders based on their requirement. (提供专业的财务咨询服务，根据利益相关者的要求进行协调。)
• Negotiating with stakeholders according to their requirements for contracts.
  (根据利益相关者的要求进行合同谈判。)

 

Requirement 需求:

• Applicable for Malaysian only (只限马来西亚公民)
• Diploma/ Degree/ Bach Degree (文凭/学位/学士学位)
• Part Time/Full Time/Fresh Graduates are encouraged to apply
  (兼职/全职/应届毕业生均可申请)
• Candidates with business, finance, sales & marketing background are welcome to apply (拥有商业、金融、销售和营销背景的候选人欢迎申请)

Perks & Benefits 福利待遇

• Basic + Commission and bonus (基本工资 + 佣金和奖金)
• Flexible working hours (灵活的工作时间)
• Training will be provided (提供培训)
• Regular team activities (团队活动)
• Company trips (公司旅行)
• Allowance (travel stipends, transportation, etc.)(津贴（旅行津贴、交通津贴等）)
• Personal development opportunities (个人发展机会)

Job Scope 工作範圍:

• Building relationship & network with stakeholders from various background.
  (與各種背景的利害關係人, 建立關係。)
• Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (負責為利害關係人, 提供有關風險管理、保險、遺囑、信託、房產規劃、投資等方面的諮詢服務。)
• Engage in sales and marketing events. (參與銷售和行銷活動。)
• Provide follow up on the policy servicing services to customer, ie: payment mode, change in plans, trustee appointment, top-ups, etc. (為客戶提供保單服務的後續跟進，例如：付款方式、計劃變更、受託人任命、增加投資額等。
• Providing professional financial advisory services, guiding stakeholders based on their requirement. (提供專業的財務諮詢服務，根據利益相關者的要求進行協調。)
• Negotiating with stakeholders according to their requirements for contracts.
  (根據利害關係人的要求進行合約談判。)

Requirement 需求:

• Diploma/ Degree/ Bach Degree (文憑/學位/學士學位)
• Part Time/Full Time/Fresh Graduates are encouraged to apply
  (兼職/全職/應屆畢業生皆可申請)
• Candidates with business, finance, sales & marketing background are welcome to apply (擁有商業、金融、銷售和營銷背景的候選人歡迎申請)

Perks & Benefits 福利待遇

• Basic + Commission and bonus (基本工資+ 佣金和獎金)
• Flexible working hours (彈性的工作時間)
• Training will be provided (提供訓練)
• Regular team activities (團隊活動)
• Company trips (公司旅行)
• Allowance (travel stipends, transportation, etc.)(津貼（旅費津貼、交通津貼等）)
• Personal development opportunities (個人發展機會)

Job Responsibilities:

• Advise customers on personal financial planning matters such as proper percentage of expense,debt,saving,investment and insurance.
• Provide solutions and recommendations for client financial goals.
• Find and approach prospective clients.
• Maintain and enhance business relationships with current and potential clients.

Requirements:

• SPM/Diploma/Degree or higher academic in any fields.
• 18-40 years old.
• Fresh graduate and SPM leavers are encourage to apply.
• Possess own transport.
• Good ethics, with a customer-oriented attitude.
• Self starter with good in communication and interpersonal skill.
• Sales experience will be added advantage.
• Can speak fluent in Mandarin and English (candidates fluent in Mandarin preferred as role requires candidate to deal with Mandarin speaking Clients)

Benefits

• Attractive remuneration package, with Basic Salary+Monthly
• Bonus+Allowance+incentive
• Oversea Trips Achievement and Awards
• Time flexibility
• Career advancement , opportunity to become Leader
• Free training and coaching programmes
• Annual Leave
• Medical and Hospitalisation Leave
• 5 days work

"Are you overworked and underpaid?"

"Want to triple your income in the next 3 years?"

"Want to make a difference for yourself and others?"

Explore more with us – We are more than your average financial services consultants. Using your knowledge and know-how, you will help others protect their present and secure their future. And along the way, we create meaningful, inspirational and also financially rewarding careers together. All it takes is YOUR desire to make a difference!

PERKS of being a Financial Services Consultant :

• Top-in-the-Industry Allowance / Incentive Programmes – Allowance support for the first 1.5 years in your career transition. 
• Attractive Compensation Programmes – on top of allowance of up to RM 9,000/month, earn additional (unlimited) commission based on your performance.
• Travel the world – Yearly Performance-Based Incentive Overseas Trips (Past Destinations : Tokyo, Amsterdam, Sweden, etc.)
• Flexibility of Working Hours – Achieve more by taking charge of your own time!
• Clear 3-Year Career Progression & Roadmap – You will have full training support and guidance along your career path, with promotion opportunities.
• Nurturing Environment for Continuous Self and Career Development – Discover what it means to be a Whole-Person Consultant not just in your career but your personal life.
• Effective Digital Tools – You will be equipped with various tools to boost your working process. 

WHO are we looking for?

• People Person – able to communicate well with others and enjoy meeting people.
• High motivated, goal-oriented and practice good ethics.
• An energetic team-player.
• Possess good analytical skills.
• Willing to learn new financial knowledge.
• Good with technology and able to work with various digital tools. 

WHAT will you be doing?

• Analyze prospects or clients’ protection portfolio, design appropriate recommendations and solutions to meet their financial and protection needs.
• Explain clearly to prospects or clients about our financial solutions (especially Life, Takaful, General insurance and mortgage)
• Advise and service clients on their claims and servicing requests.
• Optional – Get involved with team development and recruit your own advisor team. 

REQUIREMENTS

• between 25 - 45 years old.
• must be a Malaysian or a Malaysian permanent resident.
• You must possess at least a diploma. We also accept SPM leavers with at least 5 passes (including Bahasa Malaysia).
• You must NOT have filed for bankruptcy, been convicted of serious fraud, be heavily in debt or been blacklisted by financial institutions.
• Possess own transport. 

So, what are you waiting for? Click on the ‘Apply Now’ button and let’s talk soon!

Perks & Benefits

• Commission and bonus
• Nearby public transport
• Flexible working hours
• Yearly Performance-Based Incentive Overseas Trips
• Effective Digital Tools 

Job Highlights:

• Career Advancement + Training Provided
• Work-Life Balance working environment.
• Competitive Salary + Productivity Bonus

Company Overview:

We are a well-established and dynamic Mortgage Administration Company working in tandem with Lenders and Managers in Australia that offer a diverse product suite including residential and commercial loans to the overseas markets.

 

About the Role:

• This role provides on the job training for Australian lending policies.
• It's a great opportunity to work closely with Malaysian co-workers and overseas counterparts so that clients and referral parties understand the difference between Southeast Asia finance and banking vs Australian lending programs.

 

Job Description:

• Deal directly with customers via telephone or electronically.
• Inbound and outbound collection/arrears call and emails.
• Negotiating and monitoring payment plans
• Analysing client’s accounts to negotiate payment of outstanding debts.
• Customer information within Lender portal or computer systems
• Provide regular reports on progress of work for management.
• Customer retention by offering custom solutions and negotiate a positive outcome for the customer and the Lender.
• Effective management of a dynamic and complex caseload in accordance with internal teams.

 

Job requirements:

• Experience in residential mortgage Lending.
• Experience in customer service support functions.
• Written and communication skills in Mandarin language to deal with clientele due to our expanding Chinese market.
• Positive attitude, with the ability to respond well within fast paced environment.
• Exceptional customer service and dispute resolution skills in inbound and outbound call management
• Excellent influencing and relationship management skills. 
• Able to work autonomously and in a group setting.
• Self-motivated, goal-driven

 

Qualification

Diploma, Advanced/Higher/Graduate Diploma, bachelor’s degree, Post Graduate Diploma, Professional Degree

 

Years of Experience

3 years

 

Specific Location

Mid-Valley, Bangsar

 

 

Perks & Benefits

 

• 7.5 working hours/day, Mondays - Fridays

   

• WFH Policy applicable

工作亮點：

• 提供職業發展+培訓
• 工作與生活平衡的工作環境。
• 有競爭力的薪資+生產力獎金

公司簡介：

我們是一家成熟且充滿活力的抵押管理公司，與澳洲的貸款人和管理人合作，向海外市場提供多樣化的產品組合，包括住宅和商業貸款。

 

關於角色：

• 該職位提供澳洲貸款政策的在職培訓。
• 這是與馬來西亞同事和海外同行密切合作的絕佳機會，以便客戶和推薦方了解東南亞金融和銀行與澳洲貸款計劃之間的差異。

 

職位描述：

• 透過電話或電子方式直接與客戶打交道。
• 入站和出站催收/欠費電話和電子郵件。
• 談判和監控付款計劃
• 分析客戶的帳戶以協商未償債務的支付。
• 貸方入口網站或電腦系統中的客戶訊息
• 定期向管理層報告工作進度。
• 透過提供客製化解決方案來保留客戶，並為客戶和貸款人協商積極的結果。
• 根據內部團隊的要求，有效管理動態且複雜的案件量。

 

工作要求：

• 擁有住宅抵押貸款經驗。
• 具有客戶服務支援職能的經驗。
• 由於我們不斷擴大的中國市場，需要具備普通話的書面和溝通能力，能夠與客戶打交道。
• 積極的態度，能夠在快節奏的環境中做出良好的反應。
• 在呼入和呼出呼叫管理方面具有出色的客戶服務和爭議解決能力
• 優秀的影響力和關係管理能力。
• 能夠在團隊環境中獨立工作。
• 自我激勵、目標驅動

 

資質

文憑、高級/高級/研究生文憑、學士學位、研究生文憑、專業學位

 

多年經驗

3年

 

具體位置

谷中城, 孟沙

 

 

津貼和福利

 

• 7.5 工作小時/天，週一至週五

   

• 適用在家工作政策

The *HIGHEST* paying scheme for Insurance Agents / Financial Consultants.

Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it.

Earn up to $5000 basic pay

+ Highest Commissions of up to 50% of what you closed

+ Free Sales Overseas Trip

+ Quarterly Bonus (Don’t need to wait a year)

How do the 50% commissions work. For example, if you close a client who is saving $500 monthly, $500 x 12 months = $6000. You get 50% which is $3000.

That's ONE case per MONTH.

That’s ALOT of money in this new scheme for Insurance Agents / Financial Consultants, ONLY available in our agency.

Salary: $5,000.00 - $9,000.00 per month

EML is a leading Workers Compensation and Personal Injury Claims Management business. Our goal is to help people get their lives back through ongoing support during their return-to-work journey . We continue to experience ongoing growth and now have over 4,000 dedicated employees . We foster a learning culture that allows for us to continually invest in our employees ensuring a long-term career here at EML.

THE OPPORTUNITY

As part of our diverse team based in  Newcastle , you will help make a positive impact on someone?s life every day. You will feel great satisfaction knowing your talent and hard work has a purpose.

As a Claims Advisor, you will play an integral part within one of our supportive and growing business units helping make a positive impact on an injured workers life. Your role will consist of; inbound and outbound calls with external stakeholders and claim administration duties. The ... Click here to view more detail / apply for Claims Advisor

The *HIGHEST* paying scheme for Insurance Agents / Financial Consultants.

Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it.

Earn up to $5000 basic pay

+ Highest Commissions of up to 50% of what you closed

+ Free Sales Overseas Trip

+ Quarterly Bonus (Don’t need to wait a year)

How do the 50% commissions work. For example, if you close a client who is saving $500 monthly, $500 x 12 months = $6000. You get 50% which is $3000.

That's ONE case per MONTH.

That’s ALOT of money in this new scheme for Insurance Agents / Financial Consultants, ONLY available in our agency.

Salary: $5,000.00 - $9,000.00 per month

The *HIGHEST* paying scheme for Insurance Agents / Financial Consultants.

Have you ever wanted to be an insurance agent to help impact lives positively & make good money whilst doing it.

Earn up to $5000 basic pay

+ Highest Commissions of up to 50% of what you closed

+ Free Sales Overseas Trip

+ Quarterly Bonus (Don’t need to wait a year)

How do the 50% commissions work. For example, if you close a client who is saving $500 monthly, $500 x 12 months = $6000. You get 50% which is $3000.

That's ONE case per MONTH.

That’s ALOT of money in this new scheme for Insurance Agents / Financial Consultants, ONLY available in our agency.

Salary: $5,000.00 - $9,000.00 per month

Key Responsibilities

• Proficient in managing daily requests for unit trust transfers, from initiation of request to completion.
• Timely and accurate processing of unit trust requests
• Effective management and resolution of failed transfers.
• Provide seamless, efficient, effective, and value-added services to front office.
• Ensure adherence to established procedures, control guidelines, market regulations and compliance framework during processing.
• Action on mailbox enquiries
• Ad hoc tasks as assigned by Line Manager.
• Serve as Processor or Checker for various tasks
• Account maintenance such as onboarding and updating assignment of Firms and Financial AdvisorsEnsure compliance with all applicable laws and regulations relating to the above functional activities

Requirements

Experience

• 1-2 years relevant experience
• Meticulous with good attention to detail.
• Curious mindset
• Strong interpersonal and communication skills, able to interact effectively with various stakeholders (Front Office, Fund Houses, other financial institution counterparties, etc.).
• Good knowledge and hands-on experience in transfers-related function in Unit Trust (preferred)

Interested applicants please email your resume to ivytham@recruitexpress.com.sg

Ivy Tham Yi Ru (R1104692)

Recruit Express Pte Ltd (EA Number: 99C4599)

We are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.

Why Join Us:

• Attractive Renumeration + Incentives Package
• Flexible Working Arrangements
• No working experience required
• Comprehensive on-job training is provided
• Central office location (2mins from MRT station)

Responsibilities:

• Analyze client’s financial circumstances, provide advice and solutions based on their needs and objectives.
• Collaborate with partners to provide comprehensive client services eg. wealth and investments planning, insurance, mortgage and estate planning, wills and trusts, and so forth.
• Develop and execute strategic sales plans to achieve sales targets and expand our customer base.
• Follow up with clients constantly to re-evaluate their current condition and future objectives.
• Maintaining relationships with existing clients and key accounts
• Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
• Prepare and conduct sales presentations and proposals to prospective clients.
• Successfully negotiate contracts and agreements with clients.

What you need to have:

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
• Singaporean or PR
• Business acumen & strong negotiation skills
• People management skills with excellent initiatives
• Team player, proactive and collaborative
• Self-motivated personality and positive attitude
• Strong communication and interpersonal skills
• Mature and willingness to learn
• No working experience required as comprehensive training will be provided. We welcome all experienced professionals, including those who are seeking a career switch with no experience at all

If you believe in yourself, we would love to meet you!

Claims Warranty Advisor

- Warrington
- Salary: Up to £26,000 ( Experience Driven )
- 35 Hours a week
- Monday - Friday

I am currently representing my esteemed client, Europe's leading provider of Warranty and Mechanical Breakdown solutions. My client's roots started as a small French company; they rapidly expanded into an international group driven by expertise in the automotive industry and unwavering dedication to quality, innovation, and top-tier customer service. They are currently seeking two experienced Vehicle Warranty Administrators to join their expanding team

So, What's in this Claims Warranty Advisor role for you?

- Monday to Friday schedule - no more weekends!
- Exciting overtime opportunities
- Comprehensive systems and process training
- Unlimited potential for career growth & salary increments
- Enjoy a generous 25 days of annual leave

Within this Claims Warranty Advisor, your typical duties include:

- Verify and process warranty claim submissions.
- Deliver customer service support to dealer partners and authorised repairers.
- Foster and maintain relationships with main dealer workshops and authorised repairers.
- Facilitate communication between customers and repairers.
- Evaluate incoming claims via email or online channels.
- Ensure claims, capped at £700, comply with terms and conditions before authorisation or rejection.

To be considered for this Claims Warranty Advisor, you will:

- Be self-motivated, flexible, and reliable
- Have general PC skills & experience in MS Office
- Experience in policies / claims / insurance or any automotive experience will be considered.

If you or someone you know is interested in this Claims Warranty Advisoror any other Automotive Jobs in Warrington, please contact Jo Panton at Perfect Placement Today!

We are the UK's leading Automotive Recruitment Consultancy, if you are looking to refresh your Automotive Career please contact us, we have many Motor Trade Jobs available across the whole of the UK.