ZURIKA WARNI JANTAN
FINANCIAL CONSULTANT
Ipoh,08
Successful people do what unsuccessful people are not willing to do. Don't wish it were easier; wish you were better.
Jim Rohn
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
3
3
years of post-secondary education
13
13
years of professional experience
2
2
Languages
Work History
SENIOR PARTNER
HONG LEONG MSIG TAKAFUL
IPOH, MALAYSIA
03.2021 - Current
- Tracked all pending authorizations to resolve discrepancies and avoid revenue loss.
- Followed up on denials, late payments, extensions and other special circumstances.
- Researched and resolved routine and complex issues.
- Communicated effectively with staff, including members of operations, finance and clinical departments.
- Processed eligibility and benefits verification and authorization requests.
- Maintained confidentiality of patient finances, records and health statuses.
- Resolved discrepancies in insurance payments by collaborating with carriers.
- Presented insurance options to customers in order to close sales on new policies.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Upsold additional products and services after identifying customer needs and requirements.
KENANGA UNIT MANAGER
Kenanga Investment Bank Berhad
IPOH, MALAYSIA
02.2021 - Current
- Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment.
- Developed and maintained courteous and effective working relationships.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Used coordination and planning skills to achieve results according to schedule.
- Carried out day-day-day duties accurately and efficiently.
- Served customers in a friendly, efficient manner following outlined steps of service.
- Adhered to social distancing protocols and wore mask or face shield at all times.
- Conducted research, gathered information from multiple sources and presented results.
- Prepared a variety of different written communications, reports and documents to ensure smooth operations.
EXECUTIVE TAKAFUL CONSULTANT
PRUDENTIAL BSN TAKAFUL BERHAD
IPOH, MALAYSIA
12.2010 - 03.2021
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Provided coverage option information to assist clients in protecting assets.
- Exceeded corporate quotas for monthly policy sales.
- Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
- Met with customers to provide information about available products and policies.
Agency Supervisor
PUBLIC MUTUAL BERHAD
IPOH, MALAYSIA
11.2018 - 02.2021
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand.
- Created plans and communicated deadlines to ensure projects were completed on time.
- Developed team communications and information for meetings.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Education
BBA - Marketing
07.2008 - 11.2011
Skills
Executive leadership experience
Business consultant
Teamwork
Flexible & Adaptable
Financial planning
Financial analysis
Insurance understanding
Insurance billing
Medical insurance
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
SENIOR PARTNER - HONG LEONG MSIG TAKAFUL
03.2021 - Current
KENANGA UNIT MANAGER - Kenanga Investment Bank Berhad
02.2021 - Current
Agency Supervisor - PUBLIC MUTUAL BERHAD
11.2018 - 02.2021
EXECUTIVE TAKAFUL CONSULTANT - PRUDENTIAL BSN TAKAFUL BERHAD
12.2010 - 03.2021
UITM PERAK - BBA, Marketing
07.2008 - 11.2011