What is the Difference Between Monthly Savings Plans and Regular Savings Plans?

Deciding which investment plan is right for you can be exhausting, and let’s face it, financial planning terminology can be confusing. So what exactly is the difference between monthly savings plans and regular savings plans? Turns out they’re the same thing. Regular savings plans are a regimented way of saving through routine contributions to an investment fund. Monthly contributions can be minimal, which allows for investments without large capital. These small regular investments can grow steadily over a long period of time due to their flexibility to capitalize on market opportunities. A variety of plans are available to meet your investment goals.

What is Expat Savings Plans?

Expats and families who stay long-term abroad will often find themselves in unique financial situations. Low cost and living and higher than average wages are financial boons to some, but extra savings are often balanced out by exchange rate fluctuations and expensive overseas travel costs, amongst other expenses. Expat Savings Plans are broad strategies that help you plan for your future and secure your finances while living and working abroad. This can be in the form of investment accounts, personal bank and pension accounts, emergency funds, and more. Your location or country of temporary residency can also impact how you approach financial savings as an expat.

Advisor

This is a full-time position with an attractive base salary plus the opportunity to make an additional $800+ monthly in your first year in commissions. You’ll need good English speaking and writing skills and a personality that is comfortable engaging with people from diverse backgrounds. Qualified Vietnamese and expat candidates are encouraged to apply.

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Why work for Tenzing:

We’re a forward-looking organization that leverages technology efficiently
A wide and deep network of insurance providers gives you more options for your clients
We equip our sales team with a customized customer relationship management (CRM) platform
We offer the best multi-provider insurance quoting system in the region
Our customer service team will free you from the time-consuming and difficult day-to-day problems inherent to health insurance
International, English-speaking office environment offers opportunities to learn and develop transferable skills

Responsibilities:

1. Consultancy, sales (70%)

Consult with inbound leads who are contacting us to buy health and life insurance

Conduct initial consultation and needs analysis
Utilize our best-in-class system to make quotes
Explain quotes, benefits and advise clients with recommendations
Follow up until the deal is won or lost
Sales sign-up, application forms, contracts and policy documents
Find new business through your own efforts, in addition to leads given
Introduce new products to clients and request referrals

2. Customer Service (30%)

Act as the main point of contact for clients when they have any questions or need help during the policy year
Delegate customer service work to our in-house customer service team
Manage annual renewals

Required skills and qualifications:

Confidence; energetic and outgoing personality
Good English skills
The ability to call, connect, and interact with potential customers
No insurance experience required, we’ll train you!

Benefits:

Attractive commission structure with no limits
Make commissions each year with annual renewals
Base salary: 8M – 12M VND (depending on skills and experience)
Allowances: 2M VND
5-day work week and both American and Vietnamese holidays
Dynamic English-speaking International company and management
Work directly with Management and a closely-knit staff
Support staff handles most billing and claims issues
Learn over 40 local, regional and international health and life insurance companies
Regular professional development training

About Tenzing

Tenzing Pacific Services was founded in 2013 with the simple aim to help our clients make better financial decisions by providing unbiased, transparent advice and unparalleled customer service. This is done by creating bespoke plans through leading providers in health insurance, life insurance, savings plans, investment platforms, offshore bank accounts, and more.

Join our team!

Phone
+84 028 3821 5367

Email
recruitment@ten-pac.com

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Johannes Heikkila

Robert Cunningham

Romain Camillo

Nancy Dao

Hunter Deems

Patrik Shore

Geoffrey Mann

Nhu Nguyen

Ian Comandao

Craig McAvinue

Quinn Miller

Quinn Miller