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 How to be part-time PB Mutal Fund agent

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Jordy
post Oct 25 2007, 06:49 PM

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QUOTE(mememe12 @ Oct 25 2007, 12:22 PM)
wah.. u all so rich =.='' so the 30k limit is exist one or not?
*
Not that I know of..
The 30k is to encourage new agents to work harder to redeem their fees..
john@
post Oct 26 2007, 12:08 AM

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QUOTE(mememe12 @ Oct 23 2007, 10:51 AM)
oops.. sorry =.='' tats wat i heard from my fren?

he told me if one year didn't hit rm30k.. then the agent status will be gone? it is not true?
*

not totally gone, but tagged to "frozen" for period of 6 months. no business can be made in that period.

walala
post Oct 26 2007, 12:26 PM

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how about just attend the class and take the exam, but not intend to be the agent ? just wanna get more understanding of unit trust, shall i ?
Jordy
post Oct 26 2007, 01:58 PM

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QUOTE(walala @ Oct 26 2007, 12:26 PM)
how about just attend the class and take the exam, but not intend to be the agent ? just wanna get more understanding of unit trust, shall i ?
*
What is the point..
I mean, you need to get recruited to attend the courses and examinations..
Unless you want to be an inactive agent, then I think you could try..
Better ask your agent for more informations than attending the courses and exam..
Futura
post Oct 30 2007, 09:30 AM

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FYI

With effect from 1st January 2008, refund of RM247.50 only happened when new Agents achieve sales of RM50,000 and minimum 5 clients!
Jordy
post Oct 30 2007, 01:37 PM

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QUOTE(Futura @ Oct 30 2007, 09:30 AM)
FYI

With effect from 1st January 2008, refund of RM247.50 only happened when new Agents achieve sales of RM50,000 and minimum 5 clients!
*
Thanks for the information mate..
Well, guess I still can get my refund back because I'm just now waiting for my agent code.. smile.gif
NasiLemakMan
post Nov 10 2007, 05:21 PM

oh hai! wan naslemak?
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Tumpang a little bit. I'm interested in becoming an agent. What time does the Cheras branch open for submitting applications (for commissioner and all). PM me would be better.
Kenny83
post Nov 10 2007, 08:41 PM

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i also thinking to join PB agent as part time
weichong
post Nov 10 2007, 09:51 PM

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just curious, what benefit does PM agents get? any pay? does the pay depends on your sales?
dancing_flame
post Nov 10 2007, 10:29 PM

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QUOTE(weichong @ Nov 10 2007, 09:51 PM)
just curious, what benefit does PM agents get? any pay? does the pay depends on your sales?
*
hi weichong

there are direct and indirect benefits.

direct benefits: commission based on your sales and a year-end bonus.
there will also be career benefits (CB) which you will enjoy forever; basis on your accumulated sales

indirect benefits: passive income from your downline (recruited agent)

i've been an agent for two years and am proud to say PM has given me more financial fredom than i can imagine.
before becoming an agent i was teaching tuitions for side income aside from having my regular 5day week job.
a friend from my uni days told me abt PM and eager to learn abt it, i took up the exams and passed as an agent to bcm a Unit Trust Consultant..and the rest they say is history..
had it not been my friend (who is also my upline and Group Manager now), i would not have the proper guidance to achieve what i had today blush.gif
so can say im lucky indeed as a good upline (AS/AM) is vital for your personal growth as a UTC.

if any of u wish to learn more of it, feel free to pm me for further details..will try my level best to share what i know smile.gif
max_cavalera
post Nov 10 2007, 10:42 PM

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I just been in this industry recently. Well its not all bed and roses k. You involve in a business that 'selling services', so practically you have to go out and meet people, apart from a very small comission and no basic salary.

The nature is similar to being an insurance agent. Except that insurance is mainly for protection while unit trust is wealth creation. In a sense that you let your money woprk for you to gain more money.

Apart from that what important is your willingness to learn, have high interest in what you do, self motivated and always strive to give the best and assured service to your clients. You need to be a serious and trustable person since you handle a huge sums of people money.
oxx_xx
post Nov 11 2007, 01:15 PM

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hi all..
public mutual here..
i at bangsar branch...
who interested to join.. can pm me.. can ttarik with u all.. for more info...

or.. even got few guy here r interested, can meet up together, i explaine in one times together...

happy investing..
stanwhisky
post Nov 11 2007, 05:21 PM

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Hi all,

I am on my way to be an agent for PM. Taking exam now.
Can I know how do most agent do their sales?

Is it like insurance agent calling client thru telephone one after another and ask "Do you heard of PM? Do you wan to invest?"

Or go to pub or party and distribute your cards and wait for sales?

To keep it short.. how to do this business? Can anyone experience here tell me?

I am an investor in PM. Mostly I find the agent. Not agent find me because I am right person for them. So, in another way around, how agent to their business?

Thanks.
Jordy
post Nov 11 2007, 09:42 PM

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QUOTE(stanwhisky @ Nov 11 2007, 05:21 PM)
Hi all,

I am on my way to be an agent for PM. Taking exam now.
Can I know how do most agent do their sales?

Is it like insurance agent calling client thru telephone one after another and ask "Do you heard of PM? Do you wan to invest?"

Or go to pub or party and distribute your cards and wait for sales?

To keep it short.. how to do this business? Can anyone experience here tell me?

I am an investor in PM. Mostly I find the agent. Not agent find me because I am right person for them. So, in another way around, how agent to their business?

Thanks.
*
One can never just wait for success to come knocking on the door.
To be successful in this business, you need sacrifices.
There are several ways you could do this:
1. Cold calling
2. Referrals
3. Roadshows
4. Get to know more people
5. Family and friends

Good luck in your business, and hope you can grow your business quickly.
All the best, my friend smile.gif
max_cavalera
post Nov 11 2007, 09:52 PM

rebirth
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From: Cyberjaya, Shah Alam, Ipoh



QUOTE(stanwhisky @ Nov 11 2007, 06:21 PM)
Hi all,

I am on my way to be an agent for PM. Taking exam now.
Can I know how do most agent do their sales?

Is it like insurance agent calling client thru telephone one after another and ask "Do you heard of PM? Do you wan to invest?"

Or go to pub or party and distribute your cards and wait for sales?

To keep it short.. how to do this business? Can anyone experience here tell me?

I am an investor in PM. Mostly I find the agent. Not agent find me because I am right person for them. So, in another way around, how agent to their business?

Thanks.
*
theres many ways to market your unit trust. Everyone have their own strategy. Doesnt need to follow other people method, you follow your own planning and strategy that works best for you k.

I dont really believe in extensive coaching, usually i get it done all by myself, coz i dont like depending on people. But when any uncertainty arises, I just call my direct upline manager for info and guidance.

'We dont follow trends, we create the trends!' biggrin.gif
stanwhisky
post Nov 12 2007, 09:21 PM

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TQ very much.

 

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