Oscar Retail Associate

Presentation on theme: "Oscar Retail Associate"— Presentation transcript:

1 Oscar Retail Associate
Oscar EFP Affiliation Partner EFP Xchange Integration Solution Platform Services To be The Choice Of Financial Advisory Services Network

2 10 Reasons be a our Affiliate Partner
加入我们行列十大理由 You can use our platform to start your financial Services 你可以直接通过我们的平台开始您的财务咨询服务 Provide Knowledgeable and analysis for your customers in this competitive Market 顾客知识提升，需求改变 Immediately accessible multiple products and services platform 可以即刻销售多元产品和服务，没有限制 No huge capital investment RM 50,000-RM 100,000 capital as CFP & RFP requirement 毋庸象CFP & RFP投资RM50万至10万不等的庞大资金 Able to build up your business partners team 扩充和建立您的生意网络

3 10 Reasons be a our Affiliate Partner
加入我们行列十大理由 Advance Software and Technology Platform 采用先进软件和高科技平台 Personalized Web Portal for our affiliate partners 个人专业网站，提升您的专业形象 Professional network for high net worth market 专业人才网络助您进入高资产顾客群 Nationwide service centers 全马设有服务站点，方便顾客售后服务 Solid Corporate Image 稳健公司后盾, 提高形象和加强客户信任程度 Quality Customer Services 提供优质客户服务

4 Oscar Retail Associate
Description Classic Silver Gold Bonus of Motor Insurance + Administration Support 8% 10% Renewal Road Tax Fees + Pick Up Support (Agency) RM 8 RM 5 RM 3 Legal Advisory Services + Referral Bonus No Yes Online Mobile SMS Systems 50 100 200 Oscar EFP Millionaire Member Get Member Program to enjoy 2-tier overriding commission DIY Professional Website Design and Web Hosting Comprehensive General Insurance Services and Worksite AmAssurance, Allianz, Aviva Oscar Will Writing Rockwill Oscar Estate Planning & Trust OSK Oscar DIYwills System Integrated Systems Normal Package RM 240 RM 580 RM 788 Annual Fees RM120 RM 360 RM 688 Special Promotion till 31/12/2005 RM 80 RM 200 RM 588 2 years special promotion price till 31/12/2005 RM 150 RM 350 RM 480

5 EFP Affiliate Partners Vs General Insurance Agents EFP联盟伙伴和普通车险代理的差异
EFP Silver Member EFP联盟伙伴 Motor Insurance agent 普通车险代理 1 <RM 1/day Capital Investment 投资<RM1/天的成本，即可介绍车险。 RM 75 exam fees and need to pass the exam 需要报考车险代理考试，付RM75的报考费，费时又费力。 2 No Quota Maintenance 没有quota限制 Annual Maintenance Quota RM 30K 一年需要维持至少RM30,000.00的车险保费。 3 10% Referral Bonus + EFP Loyalty Voucher 10% 花红 ＋ Incentive Voucher 10% Commission 10%佣金

6 EFP Silver Member EFP盟伙伴 Motor Insurance agent 普通车险代理
4 Special Member Get Member Program 介绍他人成为EFP总联盟伙伴，可以获取介绍费。 A Lone Ranger 孤军作战，没有组织 5 Building Up Team Work 组织 ，＄ Earning Level % referral fees on membership fees 能够赚取介绍金20％，假如你成功介绍另外一个会员成为你旗下的联盟伙伴。 Earning Level % referral fees on membership fees 能够分享组织介绍佣金的10％，假如你旗下的联盟伙伴成功招徕新的联盟伙伴。 No Referral fees 无组织 ，＄还是一样 6 Integrated Advance IT System 操作系统电脑化，省时又省力 All Rounded 程序手续多，麻烦又费力。 7 Professional Training and Back office Support 提供培训和公司支援服务 Compulsory 30 hours CPD Training 每年必须进修30个小时专业课程 8 No Guarantor Needed 不需担保人 Need A Guarantor 需要担保人

7 Motor Insurance Market ? 车险市场大吗？
Malaysian New Cars Registration: 400,000 cars 根据汽车公会的数字统计，马来西亚每年的新车注册量超过400,000.00。 Bank Negara Malaysia Report 2003, Daily Renewal Motor Insurance Premium: RM 6 Million 根据国家银行2003年的车险报道，马来西亚单是一天的车险更新交易量就高达RM600万。 The Motor Insurance Premium achieved positive growth every year 这数字每年都有上升的趋势，你又怎能错失这一个大好机会呢？

8 Motorcycle cc Total Private car Others Sourced: Sin chew 11/9/2005

9 1234 Easy Step Of Doing Business 1234工作十分轻松简单……你只需向顾客收取
Scenario (within Road tax renewal services) Just need 4 steps only! E-cover Note / Cover Note / Policy to confirm rate of NCD. Photocopy car registration card. Payment Authorisation Instructions Form （Credit Card) Fill up proposal form (Just Sign) ** For Renewal road tax in JPJ and Pos Office, you need to fax these document to us 1 week early before the road tax due date (Certain charges may apply) No Road Tax Renewal Fax No: Fax to Acknowledge AP by SMS With Road Tax Renewal EFP House Office Runner/ Pick Up to get renew, then pass back to selected agency ( 1 Week early with charges)

10 Extra Bonus and Back Up Services 我们推出“送了再送”的配套概念。
Our Extra Bonus 我们推出不一样的金融包装 Extra Bonus and Back Up Services 我们推出“送了再送”的配套概念。 Extra/ 再送！ 10% 花红 MAP EFP Loyalty Voucher ＋ Only for PGI Customers 只限于PGI客户 Offer Until EFP Loyalty Voucher Available!!

11 Example 车险 花红(10%) 忠诚礼券 If your motor insurance premium as
你可得到什么呢？假如车险价值…… Premium Bonus Loyalty voucher 车险 花红(10%) 忠诚礼券 >RM500 >RM50 10 EFP Loyalty Voucher ＋ >RM1,000 15 EFP Loyalty Voucher >RM100 ＋ Offer Until EFP Loyalty Voucher Available!!

12 Company has the right to adjust the rate accordingly
Our EFP EXhange Legal Advisory Services Entitlement: Oscar EFP EXhange Silver Program member and above ONLY Buy Sell Agreement / Partnership Agreement (a) NORMAL STANDARD BUY SELL EFP’s Silver & > Member : RM 388 (Sole Proprietor/Partnership Company) Non-Member : RM 488 (b) NORMAL STANDARD BUY SELL EFP’s Silver & >Member : RM (Limited Company) Non-Member : RM 688 Other Agreement Other legal agreement Case to case basic Legal Adviser On Call Charges 1) Travelling charges (within klang valley) RM 150/trip (outside klang-valley) @ 60 cents/km and provide hotel accomodation Company has the right to adjust the rate accordingly