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

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cecil.yew
post Jul 25 2012, 05:15 PM

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Hi everyone,

If I would like to join as an agent, what should I do? Should I approach the company directly? When can I start selling?

My gratitude in advance, guys!

Cecil


cecil.yew
post Jul 31 2012, 12:50 AM

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QUOTE(NightHeart @ Jul 27 2012, 07:05 PM)
Pick a company that you want to be an agent for e.g. Public Mutual, CIMB Wealth Advisors etc.

Then you can approach those company & ask them what's their procedures. I did CIMB one, it's pretty easy, fill up some forms & then attend the exams. If you pass, then you can be an agent already.
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hi NightHeart,

i'm registered to public mutual bangsar branch earlier today and will be taking my examination in a month time. looking forward to sell sell sell in september!
cecil.yew
post Jul 31 2012, 01:04 PM

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QUOTE(wongmunkeong @ Jul 31 2012, 08:33 AM)
eh - don't SELL SELL SELL to the exclusion of "advise, share & commit" to your prospects & customers leh.
ELSE U'd just be another "one of those" agents shakehead.gif
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Thanks for the great advise. That's what my upline told me as well. Anyway, "Sell Sell Sell" sounded more catchy than "Advise, Share & Commit"! biggrin.gif

 

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