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 How to be a unit trust agent?, example, public mutual

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TSNeo18
post Jun 19 2007, 10:47 AM, updated 19y ago

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Guys,

I'm interested to be an Unit Trust Agent. Namely, Public Mutual. However, any other fund houses also can but must be reputable la.

What is the qualification to be an agent?
Do you have target to meet?
I am working full time, can i do this part time?

Thanks
ah_Keng
post Jun 19 2007, 10:52 AM

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I saw their recruitment notice almost every week... check out The Star
lawsh
post Jun 19 2007, 11:33 AM

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need to go for a course then sit for a simple exam, very much like insurance agent smile.gif
minimum target for freshie is 15k/30k per year i think
Lcsx
post Jun 19 2007, 11:39 AM

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Yes you are able to do it part time. It is commission basis.


leekk8
post Jun 19 2007, 01:12 PM

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Yes, you can be part time agent.
You must be 21 year old or above, having Grade 3 in SPM, no criminal offense, no bankrupcy record...

Just go to Public Mutual branches or look for an agent, they can arrange for you. Need to attend a class and sit for exam by FMUTM.

Sales target will be 30k per year.
Darkmage12
post Jun 19 2007, 01:14 PM

shhhhhhhhh come i tell you something hehe
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leekk8 are you an agent?
digitalpenang
post Jun 19 2007, 01:19 PM

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QUOTE(leekk8 @ Jun 19 2007, 01:12 PM)
Yes, you can be part time agent.
You must be 21 year old or above, having Grade 3 in SPM, no criminal offense, no bankrupcy record...

Just go to Public Mutual branches or look for an agent, they can arrange for you. Need to attend a class and sit for exam by FMUTM.

Sales target will be 30k per year.
*
i alos interested

if dont hit sales target how?


TSNeo18
post Jun 19 2007, 02:10 PM

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Actually, my intention is to buy those unit trust myself..hehehe..

i can easily buy RM30k worth of UT a year by myself la...

shouldn't i be my own agent?


boris
post Jun 19 2007, 02:14 PM

you bastard~!!
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wow, can u be an agent on behalf of urself?
digitalpenang
post Jun 19 2007, 02:33 PM

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QUOTE(Neo18 @ Jun 19 2007, 02:10 PM)
Actually, my intention is to buy those unit trust myself..hehehe..

i can easily buy RM30k worth of UT a year by myself la...

shouldn't i be my own agent?
*
i have the same idea
buy myself

ejleemy
post Jun 19 2007, 03:19 PM

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It's a good idea to be an agent and purchase ownself if you can manage to maintain the sales quota of 30k/year and have avail time dedicated to it. You can save yourself 2.85% out of the 6.5% initial service charge, and get to learn more about the unit trust industry. There are many training and seminars provided for its agents at a minimal cost (RM 10 and above) too.

To be an agent, one needs to attend for a CUTE class and exam, they would take 2 separate days and a cost of RM 247.50. Just contact your agent to sign you up.
chowsc
post Jun 19 2007, 03:33 PM

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Well Its easy to get the license smile.gif Just approach any agent (or go to the agency office )and they will arrange everything for you (the courses, the Computerized Unit Trust Examination, and so on) Me myself has been an agent for almost 2 years. If you are working parttimely on it, you can get some tokens as pocket money. And you are working as full-timer, most probably you can get a living out of it smile.gif (as your agency will guide ya)

I got into it last time because I planned to buy some funds for myself each year. The good thing when you become an agent is that you always get to know the news of newly launched funds earlier than the others ^^ (other than the commissions earned) Oh ya last but no least, you can learn a lot from the seniors and full time agents too ( you will get to experience the FUN time for selling funds at malls etc) ^^ this can really brush up your interpersonal and marketing skills lol

for public mutual, visit http://www.publicmutual.com.my

This post has been edited by chowsc: Jun 19 2007, 03:37 PM
TSNeo18
post Jun 19 2007, 03:44 PM

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i don't feel comfortable approaching my agent la..

HE IS GOING TO LOSE MY BUSINESS...

any other way to get in touch of public mutual?


QUOTE(ejleemy @ Jun 19 2007, 03:19 PM)
It's a good idea to be an agent and purchase ownself if you can manage to maintain the sales quota of 30k/year and have avail time dedicated to it. You can save yourself 2.85% out of the 6.5% initial service charge, and get to learn more about the unit trust industry. There are many training and seminars provided for its agents at a minimal cost (RM 10 and above) too.

To be an agent, one needs to attend for a CUTE class and exam, they would take 2 separate days and a cost of RM 247.50. Just contact your agent to sign you up.
*
chowsc
post Jun 19 2007, 03:46 PM

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QUOTE(Neo18 @ Jun 19 2007, 03:44 PM)
i don't feel comfortable approaching my agent la..

HE IS GOING TO LOSE MY BUSINESS...

any other way to get in touch of public mutual?
*
ermm get yourself to be an agent? ^^

or contact the manager-level agents ? ^^

those managers can really give good points and explanations heheh
deadalus
post Jun 19 2007, 05:39 PM

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top PM branch bangsar
11 Jalan Bangsar Utama 3, Bangsar Utama,
59000 Kuala Lumpur
03-22835735


2nd top PM branch
No. 1 & 3, Jalan PJU 8/51,
Damansara Business Center,
Bandar Damanasara Perdana,
47820 Petaling Jaya, Selangor
03-7722 2470

Most probably they will randomly assign you to a MFAS (Mutual Fund Agency Supervisor) level personnel according to the location you staying.
felixwang
post Apr 7 2011, 12:41 PM

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Should anyone be interested in joining as Public Mutual Unit Trust Consultant, kindly click on the following link; http://forum.lowyat.net/index.php?act=ST&f...t=1653272&st=40 (Joining as a Public Mutual Unit Trust Consultant)

Thank you and kind regards,

Felix Wang
Unit Trust Consultant
012 277 1025
Public Mutual Berhad
Million Dollar Producer, 2010
22nd NSC Trip Qualifier, 2010


This post has been edited by felixwang: Dec 2 2011, 02:04 AM
airline
post Apr 7 2011, 01:37 PM

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interested to be a insurance agent.. can find me. off topic

This post has been edited by airline: Apr 7 2011, 01:38 PM
gavin_lim
post Apr 8 2011, 06:29 PM

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I'm Gavin Lim from ING. Anyone who is interested to be a Unit Trust Consultant or Insurance Agent can contact me via email.
Just send your enquiries to cheahyang_0@hotmail.com or make appointment with me for further discussion.


Why Choose ING Funds Berhad?
ING Funds offers The Most Innovative Product in the industry - ING AMP Plus, which makes investment become easy for all passive investors.
ING AMP Plus is a FREE Portfolio Management Service, which is the FIRST OF ITS KIND and currently the ONE & ONLY in the industry.
In year 2010, ING AMP Plus wins ASEAN Most Innovative Investment Manager title at ASEAN Retail Chains & Franchise Federation (ARFF) Awards 2010 and Malaysia Most Innovative Product Award from Asia Asset Management.
You can read more on this product from https://www.ing.com.my/IFBNet/2.0/ING.Appli...lt/default.aspx

Why Choose ING Insurance Berhad?
1) High Potential Income (Commissions + Bonuses + Foreign Trips + Incentives).
2) Product training will be provided on weekly basis.
3) Wide range of financial products, such as life insurance, home loan, MRTA/MLTA, will & trust and etc to meet your client's financial needs.

Background of ING Group:
1) ING stands for International Netherlands Group.
2) ING is offering banking, insurance and asset management services.
3) ING is the largest banking/financial company in the world by revenue.
4) Fortune Global 500 Ranking : No. 12 in year 2010 (No. 8 in year 2009 & No. 7 in year 2008)


varma23
post Aug 6 2011, 07:33 AM

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Hi , any from Penang ,B.M , B'Worth , N.Tebal , Jawi, Sg.Petani , Kulim ,
if you want to be a PUBLIC MUTUAL AGENT please contact me ,i'll guide you to be successfull agent.

and also those would like to invest thru EPF or cash welcome to contact me.

017 482 3551
Sooria kumar
Agency Supervisor,
Unit Trust Consultant,
Public Mutual Berhad
kparam77
post Aug 6 2011, 01:07 PM

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QUOTE(Neo18 @ Jun 19 2007, 10:47 AM)
Guys,

I'm interested to be an Unit Trust Agent. Namely, Public Mutual. However, any other fund houses also can but must be reputable la.

What is the qualification to be an agent?
Do you have target to meet?
I am working full time, can i do this part time?

Thanks
*
if anybody interested to become Public Mutual agent to do sales or to become agents for ownselve to look after own money.

FAQ section - click BE YOUR OWN BOSS
if antbody interested, can PM me at kparam77@yahoo.com

my servising area klang,shah alam, pj, kl and nearest to this places.


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