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APPENDIX D

JESS AGENCY & Js gn (JOINT EFFORT SURE SUCCESS)


WEEKLY LOG BOOK (MGT3888)

NAME ID NO PROGRAMME SEMESTER

: NG JIN YAN : I09004720 : BACHELOR OF FINANCIAL PLANNING(HONS) : SEMESTER 7

INTERNAL SUPERVISOR : EXTERNAL SUPERVISOR: DATO K.K LEE

INTERNSHIP PERIOD : 09TH JAN- 27TH APR 2012

JESS AGENCY JANUARY

APPENDIX E

DECLARATION

The following daily reports dated 09th Jan 2012 to 13th Jan 2012 have been read and verified by Dato K.K Lee (external supervisors name) Group Sales Manager (position in the company).

. (External supervisors signature & name) . (Date)

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

APPENDIX F
~WEEKLY LOG ~ Week Week 1 (Date: 09th Jan-13th Jan) Log Entry 09th Jan 2012
Get known with companys staffs. Attends Morning meeting conducted by Mr.Chok raise up an issue regarding Are We the Right People in the Industry? Guide on how to illustrate a client personality by doing personality test based on the particular person date of birth which able to know what are their personality that can meet their needs by propose the right plan . Briefing and guiding on the way of paying the premium by cash/cheque/credit card with attachment of form which are submitting hard copy of proposal form or EMB copy. Study for PCE Examination.

10th Jan 2012


Write our personal goals to be achieves within 1 year, 3 years and 5 years. Write 100 of prospects name that we well known as our relatives, friends, or university mates. Study for PCE Examination. Practice on Trial Exam on PCE Examination. Read on Scripts Handouts on how to communicate with the clients through the phone to make up an appointment to offer a right plan that meet clients needs. Participate in QCC

11th Jan 2012


Attends morning meeting which discuss issue on Eggs. Study for PCE Examination. Practice on Trial Exam on PCE Examination. Introducing and briefing on ING Funds. Submitting premium for clients.

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

12th Jan 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination.
Briefing on What is Financial Planning? Explain on life insurance, disability insurance , critical illness insurance (dread diseases),retirement insurance, education insurance, savings insurance, health insurance and general insurance to protect us from unexpected events happen with the insurance protections. Giving certain scenarios by guiding us on how to propose the right plans to our prospect.

13th Jan 2012


Attending morning meeting which voice up an issue regarding on Malaysia government encourage people to save for retirement. Most of retirement plan offer by insurance companies meet the government requirements and given tax relief to the taxpayer. Introduce ING Retire that benefit prospects until age of 85 years old where continuous compounding where Employees Provident Fund unable to support retirees upon the withdrawal after 3 years. Introduce ING Medical Plan of three categories which premium value of 60K, 110 K and 160K to cover policy value of 180K, 330K and 480K of protection and claim limit respectively. Replace the insurance terms in the policy into the simple language in order the prospect understand what kind of plan that he/she had engage to. Discuss The Way of Insurance Companies to Educate their Clients with the help of LIAM. Study for PCE Examination.

Host Supervisors Signature

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

APPENDIX E

DECLARATION

The following daily reports dated 16th Jan 2012 to 20th Jan 2012 have been read and verified by Dato K.K Lee (external supervisors name) Group Sales Manager (position in the company).

. (External supervisors signature & name) . (Date)

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

~WEEKLY LOG ~ Week Week 2 (Date: 16th Jan-20th Jan)

Log Entry 16th Jan 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Attending morning meeting which voice up an issue regarding on Rules of Recruitment of ABC. Briefing on how to achieve our personal goal settings by written it specifically for instance own a vehicle must states what kind of vehicle wants to purchase. Arrange and filing documents for tax assessment. 17th Jan 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Role Play on how to persuade prospect to engage in Medical Plan and 36 Critical Illness. Arrange and filing documents for tax assessment. Role Play on how to react quick to propose other plan such as savings plan and etc in order for next generation or next of kin under a circumstance the prospect already purchase medical card and we must well equip with products information. 18th Jan 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Attends Morning meeting conducted by Ms.Jo raise up issues regarding Ways to Reduce Pressure & Anxiety and How a Person Self Improvement? Guide on how to use the quotation system.

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

19th Jan 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Submitting renewal of policy Submitting premium for clients. Use quotation system to quote ING Prime Life plan to know how much policyholder need to pay premium with the sum assured of RM500,000. 20th Jan 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Guide on checking of medical card annual limit and lifetime limit. Send up the assignment on behalf of the policyholder. Submitting new business transactions for agent. Read on the ING Critical Cover plan and Prime Female Care and Prime Female Care Plus Riders.

Host Supervisors Signature

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

APPENDIX E

DECLARATION

The following daily reports dated 30th Jan 2012 to 03rd Feb 2012 have been read and verified by Dato K.K Lee (external supervisors name) Group Sales Manager (position in the company).

. (External supervisors signature & name) . (Date)

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

~WEEKLY LOG ~ Week Week 4

Log Entry

30th Jan 2012 (Date: 30th Jan-03rd Feb) Study for PCE Examination. Practice on Trial Exam on PCE Examination. Attending morning meeting which voice up an issue regarding on What kind of Questions and Answers during Recruiting? Practice on quotation system to plan suitable product/products that meet the policyholder needs. Introduce AHA term which means we need to have the interest in the insurance industry. A : Attitude towards products and company H : Humor to other people for example by telling joke to people which able to influence people to be happy. A :Action 31st Jan 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Role Play on how to persuade prospect to engage in Medical Plan and 36 Critical Illness. Role Play on how to propose ING Prime Life investment linked insurance with protection and investment portion. Get to know the features of ING Prime Life plan. Guide on how to meet prospects as an insurance agent to present company insurance products. 01st Feb 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Attends Morning meeting conducted by Mr.Alex raise up issues regarding 4 Tier

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

which play the same role as Taichi which use small force with large impact which bring mean of 12 Chinese zodiac will suffer any health problems , wealth and catastrophic events by overcome those situations insurance able to minimize the risks and transfer risks. Explain on investment linked products offer by ING invests in three forms which are fixed income, balanced funds and equities/equities with Syariah complements. 02nd Feb 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Submitting renewal of policy Submitting premium for clients. Use quotation system to quote ING Prime Critical Cover plan to know how much policyholder need to pay premium with the sum assured of RM500,000. 03rd Feb 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Attends morning meeting which brings up the topics of Success of a Retired Man Involves in Insurance Industry as Career Line after his retirement and Philosophy of Succeed of Robert Kuok- founder of sugar, oil and flour. Submitting enrolment form for agents to enrol course.-Recruiting Right People Submitting renewal of policy Submitting premium for clients.

Host Supervisors Signature

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

APPENDIX E

DECLARATION

The following daily reports dated 08th Feb 2012 to 10th Feb 2012 have been read and verified by Dato K.K Lee (external supervisors name) Group Sales Manager (position in the company).

. (External supervisors signature & name) . (Date)

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

~WEEKLY LOG ~ Week Week 5

Log Entry

08th Feb 2012 (Date: 08th Feb-10th Feb) Study for PCE Examination. Practice on Trial Exam on PCE Examination. Attending morning meeting which discuss an issue regarding on Elderly will Receive Red Packets during New Year which enable them to engage with Medical card, investment/Savings or annuity with high stability. Discuss on many of new born of dragon baby in this year which able to propose children policy. Submitting renewal of policy 09th Feb 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Submitting renewal of policy Summarize a book on Selling Yourself to Others. 10th Feb 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Attends Morning meeting conducted by Mr.Chok raise up issues regarding Criteria of Encouragement to Students/Colleagues. Summarize a book on Selling Yourself to Others. Enrols for investment linked exam (CELLI) and grant through the investment note. Host Supervisors Signature

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

APPENDIX E

DECLARATION

The following daily reports dated 13th Feb 2012 to 18th Feb 2012 have been read and verified by Dato K.K Lee (external supervisors name) Group Sales Manager (position in the company).

. (External supervisors signature & name) . (Date)

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

~WEEKLY LOG ~ Week Week 6

Log Entry

13th Feb 2012 (Date: 13th Feb-18th Feb) Study for PCE Examination. Practice on Trial Exam on PCE Examination. Attending morning meeting which discuss a topic regarding on 4 Kinds of People. Discuss on many of new born of dragon baby in this year which able to propose children policy. Submitting renewal of policy Submitting new business transactions for agent. Participated in QCC 14th Feb 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Submitting renewal of policy Reading a book on Selling Yourself to Others-Chapter 1. Role Play on how to close sale and what kinds of questions should ask to prospect as a professional agent. Case study on a male 30yrs old with 1yr old child, wife-housewife with monthly income 3K-5K.Propose the right plans to satisfies the male prospect needs. 15th Feb 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Attends Morning meeting conducted by Mr. Alex issue on Policy Review. Role Play on how to propose plans to a prospect with the referral of the prospect friend.

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

Role Play on how to handle the prospects with presence of few insurance plan with asking from the prospect to review on the previously bought policies which to ensure all those plans are that enough sum assured for current situation. 16th Feb 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Prepared slides for Friday morning meeting of sharing. Role Play of a 25 yrs old prospect after graduating with income of 3K/per month what kind of plans to recommend for with low premium with protection coverage in the event of death, disability and critical illnesses. Briefing on the investment linked products such as ING Prime Capital Insurance & ING Prime Life Insurance and features. 17th Feb 2012 Sharing on the topic of Getting to Yes of the book title Selling Yourself to Others Share on the topic of Self Management Behaviours as a leader. Study for PCE Examination. Practice on Trial Exam on PCE Examination. Submitting premium for clients. 18th Feb 2012 Briefing on the savings plan such as ING ICash Max. Case sharing on how to close sale on I-Cash Max of target customers age of 1month to 60 years old with 6 years premium of 20 years maturity.

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

Study for PCE Examination. Practice on Trial Exam on PCE Examination. Participated in Discover Orange-speaker: Mr.Chee Yong Fong on the topic on how successful of him engages in insurance industry with ING Group.

Host Supervisors Signature

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

APPENDIX E

DECLARATION

The following daily reports dated 20th Feb 2012 to 25th Feb 2012 have been read and verified by Dato K.K Lee (external supervisors name) Group Sales Manager (position in the company).

. (External supervisors signature & name) . (Date)

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

~WEEKLY LOG ~ Week Week 7

Log Entry

20th Feb 2012 (Date: 20th Feb-25th Feb) Study for PCE Examination. Practice on Trial Exam on PCE Examination. Attending morning meeting which discuss a topic regarding on 21st century Selling Model. Submitting renewal of policy Explains on ING-I Cash Max features Revision on PCE Examination 21st Feb 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Submitting renewal of policy Revision on PCE Examination Participated in QCC Submitting new business transactions for agent. Submitting Proposal Form through EMB Dispatch documents 22nd Feb 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Attends Morning meeting which raises up topic on 4 Basic Desire. Revision on PCE Examination Propose ING I-Cash Max to a junk foods supplier. Dispatch documents

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

23rd Feb 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Submitting renewal of policy Quote I- Cash Max to a prospect who aged of 17 years old. Recap on all the topic which have revise for PCE examination Revision for PCE examination. 24th Feb 2012 Attends morning meeting which brings up a topic on Enter Your Customer Mind Access Point Discuss on Wealth Management by Miss Jo during morning meeting. Study for PCE Examination. Practice on Trial Exam on PCE Examination. Submitting premium for clients. 25th Feb 2012 Study for PCE Examination. Practice on Trial Exam on PCE Examination. Sitting for PCE Examination

Host Supervisors Signature

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

APPENDIX E

DECLARATION

The following daily reports dated

27th Feb 2012

to 03rd March 2012 have been read and Group Sales Manager (position in the

verified by Dato K.K Lee (external supervisors name) company).

. (External supervisors signature & name) . (Date)

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

~WEEKLY LOG ~ Week Week 8

Log Entry

27th Feb 2012 (Date:27th Feb-03rd Mar) Study for CEILLI Examination. Practice on Trial Exam on CEILLI Examination. Attending morning meeting which discuss a topic regarding on 7 Steps to Success . Submitting renewal of policy Quote the plan narration on Mr.Yong and Ms.Anne for ING I-Cash Max plan. 28th Feb 2012 Study for CEILLI Examination. Practice on Trial Exam on CEILLI Examination. Submitting renewal of policy Revision on CEILLI Examination Participated in QCC Submitting new business transactions for agent. Submitting Proposal Form through EMB Meet up with two prospects(Mr.Yong & Ms.Anne) to propose ING I-Cash Max . 29th Feb 2012 Study for CEILLI Examination. Practice on Trial Exam on CEILLI Examination. Sharing a topic regarding on the 10 Ways o f Money Resolution for 2012. Submitting renewal of policy Submitting premium for clients. st 01 Mar 2012 Study for CEILLI Examination.

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JESS AGENCY JANUARY

Practice on Trial Exam on CEILLI Examination. Submitting renewal of policy Quote I- Cash Max to a prospect who aged of 1 years old. Make up an appointment with Mr.Kam to propose I-Cash Max. At the night, meet up with Mr.Kam to propose I-Cash Max and close sale of sum assured RM20K 02nd Mar 2012 Attends morning meeting which brings up a topic on MRTA and MLTA insurance for protection on mortgage. Submitting new business for prospects Mr.Kam with quarterly payment of RM1995.63. Practice on Trial Exam on CEILLI Examination. Submitting premium for clients. 03rd Mar 2012 Study for CEILLI Examination. Briefing on the policy date and issue date. Briefing on payor questionnaire under what situation the need of information of payor when the policy owner of aged of 16 yrs old and above unable to pay up the premium while pursued studies in tertiary level and secondary level. Sharing case on how I close sale on I- Cash Max

Host Supervisors Signature

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

APPENDIX E

DECLARATION

The following daily reports dated 05th March 2012 to 10th March 2012 have been read and verified by Dato K.K Lee (external supervisors name) company). Group Sales Manager (position in the

. (External supervisors signature & name) . (Date)

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

~WEEKLY LOG ~ Week Week 9 (Date:05thMar-10th Mar)

Log Entry 05th Mar 2012 Study for CEILLI Examination. Practice on Trial Exam on CEILLI Examination. Sharing on The 6 signs you ready to retire and Communicating Vision. Submitting renewal of policy. Quote plan for Mr.Davids children on I-Cash Max . Make up an appointment with Mr.David on Tuesday. Closing sale on Premier Savings plan for Mrs.Anne insured on her son with 10 pays 25 years maturity. 06th Mar 2012 Study for CEILLI Examination. Practice on Trial Exam on CEILLI Examination. Submitting renewal of policy Revision on CEILLI Examination Meet up with Mr.David and propose I-Cash Max by conducting sales presentation. Submitting new business transactions of Mrs Anne on Premier Saving plan . Submitting premium for policyholder. 07th Mar 2012 Study for CEILLI Examination. Practice on Trial Exam on Examination. Participates on Mortgage Briefing Submitting renewal of policy Submitting premium for clients.

CEILLI

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

Participates in Mid Push, CEO Road show and launching of INGeasi Campaign and INGeasi plans such as INGeasi discover, INGeasi achieve and INGeasi build at Royale Bintang. 08th Mar 2012 Deliver policy to Mr.Kam on the plan he engage for his son. Study for CEILLI Examination. Practice on Trial Exam on CEILLI Examination. Submitting renewal of policy Quote ING Prime Life to a prospect (Qi Long) with the premium of RM250 per month. Revision for CEILLI Examination. 09th Mar 2012 Practice on Trial Exam on CEILLI Examination. Submitting premium for clients. Attend briefing on Fundamentals of Investment Linked Insurance. 10th Mar 2012 Study for CEILLI Examination. Practice on Trial Exam on Examination. Sitting for CEILLI Examination.

CEILLI

Host Supervisors Signature

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JESS AGENCY JANUARY

APPENDIX E

DECLARATION

The following daily reports dated 12th March 2012 to 17th March 2012 have been read and verified by Dato K.K Lee (external supervisors name) company). Group Sales Manager (position in the

. (External supervisors signature & name) . (Date)

I09004720 , BACHELOF OF FINANCIAL PLANNING

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JESS AGENCY JANUARY

~WEEKLY LOG ~ Week Week 10 (Date:12thMar-17th Mar)

Log Entry 12th Mar 2012 Submitting renewal of policy. Attends morning meeting which discuss on the topic of Leadership. Make up an appointment with Mr.Alvin and Ms.Too on Wednesday. Quote plan for Mr.Alvins children and Ms.Toos children on I-Cash Max . Draft summaries on the I-Cash Max on age of 5 years old and 10 years old. 13th Mar 2012 Submitting renewal of policy. Submitting premium for policyholder. Participates in QCC. Case sharing on how I close sales on Mr.Kam and Ms.Anne. Reading the book on a title Ignite The Spark Explode Your Results! 14th Mar 2012 Meet up with Ms.Too and sales presentation on I-Cash Max of her 7 years old child. Submitting premium for clients. Reading the book on a title Ignite The Spark Explode Your Results! Enrolment for Unit Trust Examination. Study for Unit Trust Examination. 15th Mar 2012 Deliver policy to Ms.Anne on the plan she engage for his son, ING Premier Savings. Submitting renewal of policy. Study for Unit Trust Examination. Enrolment for FIRST course.

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JESS AGENCY JANUARY

Release result of PCE Examination. 16th Mar 2012 Sign up for agent contract as a part time agent. Attend morning meeting on topic of How Successful of A Young CEO Tao Kae Noi Seaweed Snack. Study for Unit Trust Examination. Make up appointment with Mr.Song and Ms.Too on Tuesday (20/3/2012). Questioning on CEILLI questions to other interns for preparation of CEILLI examination on 24th March 2012. 17th Mar 2012 Study for Unit Trust Examination. Make up an appointment with Qi Long on Tuesday (20/3/2012). Briefing on case tracking according goal that track to achieve. Briefing on 5 steps of selling process.

Host Supervisors Signature

I09004720 , BACHELOF OF FINANCIAL PLANNING

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