Welcome Guest ( Log In | Register )

Outline · [ Standard ] · Linear+

 How to be part-time PB Mutal Fund agent

views
     
max_cavalera
post Nov 10 2007, 10:42 PM

rebirth
*******
Senior Member
5,614 posts

Joined: Jun 2006
From: Cyberjaya, Shah Alam, Ipoh



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.
max_cavalera
post Nov 11 2007, 09:52 PM

rebirth
*******
Senior Member
5,614 posts

Joined: Jun 2006
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

 

Change to:
| Lo-Fi Version
0.0143sec    0.76    6 queries    GZIP Disabled
Time is now: 15th December 2025 - 12:20 AM