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APPENDIX D

JESS AGENCY & Jësš ågên©Ÿ™ (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 supervisor’s name) Group Sales Manager (position in the company).

………………………………. (External supervisor’s signature & name) ………………………………. (Date)

I09004720 , BACHELOF OF FINANCIAL PLANNING

Page 2

10th Jan 2012  Write our personal goals to be achieves within 1 year.  Submitting premium for clients.  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.  Participate in QCC 11th Jan 2012  Attends morning meeting which discuss issue on “Eggs”. BACHELOF OF FINANCIAL PLANNING Page 3 .  Study for PCE Examination.  Write 100 of prospects name that we well known as our relatives. I09004720 .  Attends Morning meeting conducted by Mr.  Introducing and briefing on ING Funds.  Study for 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 client’s needs.  Practice on Trial Exam on PCE Examination.JESS AGENCY JANUARY APPENDIX F ~WEEKLY LOG ~ Week Week 1 (Date: 09th Jan-13th Jan) Log Entry 09th Jan 2012  Get known with company’s staffs.  Practice on Trial Exam on PCE Examination.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 . or university mates. friends. 3 years and 5 years.  Study for PCE Examination.

Most of retirement plan offer by insurance companies meet the government requirements and given tax relief to the taxpayer. ……………………………… Host Supervisor’s Signature I09004720 .  Study for PCE Examination. disability insurance . 330K and 480K of protection and claim limit respectively.  Introduce ING Retire that benefit prospects until age of 85 years old where continuous compounding where Employee’s Provident Fund unable to support retirees upon the withdrawal after 3 years. critical illness insurance (dread diseases).  Introduce ING Medical Plan of three categories which premium value of 60K. 13th Jan 2012  Attending morning meeting which voice up an issue regarding on Malaysia government encourage people to save for retirement.  Briefing on “What is Financial Planning?”  Explain on life insurance. health insurance and general insurance to protect us from unexpected events happen with the insurance protections. savings insurance.  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.retirement insurance.JESS AGENCY JANUARY 12th Jan 2012  Study for PCE Examination.  Practice on Trial Exam on PCE Examination.  Discuss “The Way of Insurance Companies to Educate their Clients” with the help of LIAM. education insurance. 110 K and 160K to cover policy value of 180K. BACHELOF OF FINANCIAL PLANNING Page 4 .  Giving certain scenarios by guiding us on how to propose the right plans to our prospect.

(External supervisor’s signature & name) ………………………………. (Date) I09004720 .K Lee (external supervisor’s name) Group Sales Manager (position in the company).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. ………………………………. BACHELOF OF FINANCIAL PLANNING Page 5 .

18th Jan 2012  Study for 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.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.  Attends Morning meeting conducted by Ms.  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.  Attending morning meeting which voice up an issue regarding on “Rules of Recruitment of ABC”. I09004720 .  Arrange and filing documents for tax assessment.  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. 17th Jan 2012  Study for PCE Examination. BACHELOF OF FINANCIAL PLANNING Page 6 .  Practice on Trial Exam on PCE Examination.  Practice on Trial Exam on PCE Examination.Jo raise up issues regarding “Ways to Reduce Pressure & Anxiety” and “How a Person Self Improvement?”  Guide on how to use the quotation system.

JESS AGENCY JANUARY 19th Jan 2012  Study for PCE Examination.  Guide on checking of medical card annual limit and lifetime limit.  Practice on Trial Exam on PCE Examination. 20th Jan 2012  Study for PCE Examination.  Use quotation system to quote ING Prime Life plan to know how much policyholder need to pay premium with the sum assured of RM500.  Send up the assignment on behalf of the policyholder.  Submitting new business transactions for agent.000.  Read on the ING Critical Cover plan and Prime Female Care and Prime Female Care Plus Riders.  Submitting renewal of policy  Submitting premium for clients. BACHELOF OF FINANCIAL PLANNING Page 7 . ……………………………… Host Supervisor’s Signature I09004720 .  Practice on Trial Exam on PCE Examination.

K Lee (external supervisor’s name) Group Sales Manager (position in the company). (External supervisor’s signature & name) ………………………………. ………………………………. (Date) I09004720 .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. BACHELOF OF FINANCIAL PLANNING Page 8 .

JESS AGENCY JANUARY ~WEEKLY LOG ~ Week Week 4 Log Entry 30th Jan 2012 (Date: 30th Jan-03rd Feb)  Study for PCE Examination. –A :Action 31st Jan 2012  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.  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. BACHELOF OF FINANCIAL PLANNING Page 9 . –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.  Introduce “AHA” term which means we need to have the interest in the insurance industry. 01st Feb 2012  Study for PCE Examination.  Guide on how to meet prospects as an insurance agent to present company insurance products.  Attends Morning meeting conducted by Mr.  Practice on Trial Exam on PCE Examination.Alex raise up issues regarding “4 Tier I09004720 .

 Submitting renewal of policy  Submitting premium for clients.  Explain on investment linked products offer by ING invests in three forms which are fixed income. balanced funds and equities/equities with Syariah complements.  Practice on Trial Exam on PCE Examination. oil and flour. 03rd Feb 2012  Study for PCE Examination. 02nd Feb 2012  Study for PCE Examination. BACHELOF OF FINANCIAL PLANNING Page 10 .000. wealth and catastrophic events by overcome those situations insurance able to minimize the risks and transfer risks.  Practice on Trial Exam on PCE Examination. ……………………………… Host Supervisor’s Signature I09004720 .  Submitting enrolment form for agents to enrol course.  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.founder of sugar.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 .  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”.-“Recruiting Right People”  Submitting renewal of policy  Submitting premium for clients.

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. ………………………………. (External supervisor’s signature & name) ………………………………. BACHELOF OF FINANCIAL PLANNING Page 11 .K Lee (external supervisor’s name) Group Sales Manager (position in the company). (Date) I09004720 .

 Attends Morning meeting conducted by Mr.  Practice on Trial Exam on PCE Examination.  Submitting renewal of policy 09th Feb 2012  Study for PCE Examination.  Practice on Trial Exam on PCE Examination.Chok raise up issues regarding “Criteria of Encouragement to Students/Colleagues.” 10th Feb 2012  Study for PCE Examination.  Practice on Trial Exam on PCE Examination.”  Enrols for investment linked exam (CELLI) and grant through the investment note. investment/Savings or annuity with high stability.JESS AGENCY JANUARY ~WEEKLY LOG ~ Week Week 5 Log Entry 08th Feb 2012 (Date: 08th Feb-10th Feb)  Study for PCE Examination.  Submitting renewal of policy  Summarize a book on “Selling Yourself to Others.  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.”  Discuss on many of new born of dragon baby in this year which able to propose children policy. ……………………………… Host Supervisor’s Signature I09004720 .”  Summarize a book on “Selling Yourself to Others. BACHELOF OF FINANCIAL PLANNING Page 12 .

(External supervisor’s signature & name) ……………………………….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 supervisor’s name) Group Sales Manager (position in the company). (Date) I09004720 . ………………………………. BACHELOF OF FINANCIAL PLANNING Page 13 .

15th Feb 2012  Study for PCE Examination.Propose the right plans to satisfies the male prospect needs.  Discuss on many of new born of dragon baby in this year which able to propose children policy.”  Role Play on how to close sale and what kinds of questions should ask to prospect as a professional agent.  Participated in QCC 14th Feb 2012  Study for PCE Examination. I09004720 .”  Role Play on how to propose plans to a prospect with the referral of the prospect friend.JESS AGENCY JANUARY ~WEEKLY LOG ~ Week Week 6 Log Entry 13th Feb 2012 (Date: 13th Feb-18th Feb)  Study for PCE Examination. wife-housewife with monthly income 3K-5K.  Practice on Trial Exam on PCE Examination. BACHELOF OF FINANCIAL PLANNING Page 14 .  Case study on a male 30yrs old with 1yr old child.  Practice on Trial Exam on PCE Examination.  Attends Morning meeting conducted by Mr.  Attending morning meeting which discuss a topic regarding on “4 Kinds of People”.  Submitting renewal of policy  Reading a book on “Selling Yourself to Others-Chapter 1.  Submitting renewal of policy  Submitting new business transactions for agent. Alex issue on “Policy Review.  Practice on Trial Exam on PCE Examination.

BACHELOF OF FINANCIAL PLANNING Page 15 . 18th Feb 2012  Briefing on the savings plan such as ING ICash Max.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. 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.  Practice on Trial Exam on PCE Examination.  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.  Study for PCE Examination.  Briefing on the investment linked products such as ING Prime Capital Insurance & ING Prime Life Insurance and features. I09004720 .  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.  Submitting premium for clients.  Prepared slides for Friday morning meeting of sharing.  Practice on Trial Exam on PCE Examination. 16th Feb 2012  Study for PCE Examination. disability and critical illnesses.

Chee Yong Fong on the topic on how successful of him engages in insurance industry with ING Group. ……………………………… Host Supervisor’s Signature I09004720 .  Participated in Discover Orange-speaker: Mr.JESS AGENCY JANUARY  Study for PCE Examination.  Practice on Trial Exam on PCE Examination. BACHELOF OF FINANCIAL PLANNING Page 16 .

K Lee (external supervisor’s name) Group Sales Manager (position in the company). BACHELOF OF FINANCIAL PLANNING Page 17 . ……………………………….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. (Date) I09004720 . (External supervisor’s signature & name) ……………………………….

 Submitting Proposal Form through EMB  Dispatch documents 22nd Feb 2012  Study for PCE Examination.  Attends Morning meeting which raises up topic on “4 Basic Desire”.  Practice on Trial Exam on PCE Examination.  Attending morning meeting which discuss a topic regarding on “21st century Selling Model”.  Practice on Trial Exam on PCE Examination. BACHELOF OF FINANCIAL PLANNING Page 18 .  Revision on PCE Examination  Propose ING I-Cash Max to a junk foods supplier.  Dispatch documents I09004720 .  Practice on Trial Exam on PCE Examination.  Submitting renewal of policy  Revision on PCE Examination  Participated in QCC  Submitting new business transactions for agent.JESS AGENCY JANUARY ~WEEKLY LOG ~ Week Week 7 Log Entry 20th Feb 2012 (Date: 20th Feb-25th Feb)  Study for PCE Examination.  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.Cash Max to a prospect who aged of 17 years old. 25th Feb 2012  Study for PCE Examination.  Practice on Trial Exam on PCE Examination.  Sitting for PCE Examination ……………………………… Host Supervisor’s Signature I09004720 .  Recap on all the topic which have revise for PCE examination  Revision for PCE examination.  Submitting renewal of policy  Quote I.  Study for PCE Examination. BACHELOF OF FINANCIAL PLANNING Page 19 .JESS AGENCY JANUARY 23rd Feb 2012  Study 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.  Practice on Trial Exam on PCE Examination.  Submitting premium for clients.

BACHELOF OF FINANCIAL PLANNING Page 20 . ……………………………….K Lee (external supervisor’s name) company). (Date) I09004720 .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. (External supervisor’s signature & name) ……………………………….

 Submitting renewal of policy  Revision on CEILLI Examination  Participated in QCC  Submitting new business transactions for agent.Anne) to propose ING I-Cash Max .Yong and Ms. st 01 Mar 2012  Study for CEILLI Examination.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.  Practice on Trial Exam on CEILLI Examination.Yong & Ms.  Submitting renewal of policy  Quote the plan narration on Mr.  Practice on Trial Exam on CEILLI Examination. 28th Feb 2012  Study for CEILLI Examination.  Sharing a topic regarding on the “10 Ways o f Money Resolution for 2012”. I09004720 .  Submitting renewal of policy  Submitting premium for clients. BACHELOF OF FINANCIAL PLANNING Page 21 . 29th Feb 2012  Study for CEILLI Examination.Anne for ING I-Cash Max plan.  Attending morning meeting which discuss a topic regarding on “7 Steps to Success ”.  Submitting Proposal Form through EMB  Meet up with two prospects(Mr.

JESS AGENCY JANUARY  Practice on Trial Exam on CEILLI Examination.63.  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.  Make up an appointment with Mr.Cash Max to a prospect who aged of 1 years old.  Submitting premium for clients. meet up with Mr.Cash Max ……………………………… Host Supervisor’s Signature I09004720 .  Practice on Trial Exam on CEILLI Examination. BACHELOF OF FINANCIAL PLANNING Page 22 . 03rd Mar 2012  Study for CEILLI Examination.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”.  Sharing case on how I close sale on I.Kam to propose I-Cash Max.  Briefing on the policy date and issue date.Kam with quarterly payment of RM1995.  At the night.  Submitting renewal of policy  Quote I.  Submitting new business for prospect’s Mr.

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. BACHELOF OF FINANCIAL PLANNING Page 23 . Group Sales Manager (position in the ……………………………….K Lee (external supervisor’s name) company). (External supervisor’s signature & name) ………………………………. (Date) I09004720 .

CEILLI I09004720 .  Practice on Trial Exam on CEILLI Examination.  Submitting premium for policyholder.  Submitting new business transactions of Mrs Anne on Premier Saving plan .  Submitting renewal of policy  Revision on CEILLI Examination  Meet up with Mr. 07th Mar 2012  Study for CEILLI Examination.  Practice on Trial Exam on CEILLI Examination.  Quote plan for Mr.  Participates on “Mortgage Briefing”  Submitting renewal of policy  Submitting premium for clients.David on Tuesday.  Closing sale on Premier Savings plan for Mrs.JESS AGENCY JANUARY ~WEEKLY LOG ~ Week Week 9 (Date:05thMar-10th Mar) Log Entry 05th Mar 2012  Study for CEILLI Examination.  Submitting renewal of policy.Anne insured on her son with 10 pays 25 years maturity. 06th Mar 2012  Study for CEILLI Examination.  Make up an appointment with Mr. BACHELOF OF FINANCIAL PLANNING Page 24 .David and propose I-Cash Max by conducting sales presentation.David’s children on I-Cash Max .  Practice on Trial Exam on Examination.  Sharing on “The 6 signs you ready to retire” and “Communicating Vision”.

08th Mar 2012  Deliver policy to Mr. CEILLI ……………………………… Host Supervisor’s Signature I09004720 .JESS AGENCY JANUARY  Participates in Mid Push. 10th Mar 2012  Study for CEILLI Examination.  Study for CEILLI Examination. 09th Mar 2012  Practice on Trial Exam on CEILLI Examination.  Submitting premium for clients. BACHELOF OF FINANCIAL PLANNING Page 25 .  Sitting for CEILLI Examination.Kam on the plan he engage for his son.  Submitting renewal of policy  Quote ING Prime Life to a prospect (Qi Long) with the premium of RM250 per month. INGeasi achieve and INGeasi build at Royale Bintang.  Attend briefing on “Fundamentals of Investment Linked Insurance”.  Practice on Trial Exam on CEILLI Examination.  Revision for CEILLI Examination. CEO Road show and launching of INGeasi Campaign and INGeasi plans such as INGeasi discover.  Practice on Trial Exam on Examination.

(Date) I09004720 .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. Group Sales Manager (position in the ………………………………. (External supervisor’s signature & name) ………………………………. BACHELOF OF FINANCIAL PLANNING Page 26 .K Lee (external supervisor’s name) company).

JESS AGENCY JANUARY ~WEEKLY LOG ~ Week Week 10 (Date:12thMar-17th Mar) Log Entry 12th Mar 2012  Submitting renewal of policy.  Study for Unit Trust Examination.  Participates in QCC.  Attends morning meeting which discuss on the topic of “Leadership”.Too and sales presentation on I-Cash Max of her 7 years old child.  Reading the book on a title “Ignite The Spark Explode Your Results!  Enrolment for Unit Trust Examination.Kam and Ms.  Study for Unit Trust Examination. 13th Mar 2012  Submitting renewal of policy.  Case sharing on how I close sales on Mr. BACHELOF OF FINANCIAL PLANNING Page 27 .  Submitting renewal of policy.Alvin and Ms.  Make up an appointment with Mr.  Submitting premium for clients.Alvin’s children and Ms. ING Premier Savings. I09004720 .  Draft summaries on the I-Cash Max on age of 5 years old and 10 years old.  Reading the book on a title “Ignite The Spark Explode Your Results! 14th Mar 2012  Meet up with Ms.Too on Wednesday.Anne.Anne on the plan she engage for his son.  Submitting premium for policyholder.  Quote plan for Mr.Too’s children on I-Cash Max .  Enrolment for FIRST course. 15th Mar 2012  Deliver policy to Ms.

 Briefing on 5 steps of selling process.JESS AGENCY JANUARY  Release result of PCE Examination.  Study for Unit Trust Examination.  Briefing on case tracking according goal that track to achieve. BACHELOF OF FINANCIAL PLANNING Page 28 .  Make up an appointment with Qi Long on Tuesday (20/3/2012).  Attend morning meeting on topic of “ How Successful of A Young CEO –Tao Kae Noi Seaweed Snack”.  Make up appointment with Mr.Too on Tuesday (20/3/2012).  Questioning on CEILLI questions to other interns for preparation of CEILLI examination on 24th March 2012.Song and Ms. ……………………………… Host Supervisor’s Signature I09004720 . 17th Mar 2012  Study for Unit Trust Examination. 16th Mar 2012  Sign up for agent contract as a part time agent.