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WEALTH PLANNER

RM 2,000 - RM 5,000 / month

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This job is expected to be in high demand and may close soon. We’ll remove this job ad once it's closed.


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· Attend meetings, seminars, and programs to learn about new products and services

· Calculate premiums and establish payment methods

· Report the progress of initiatives to stakeholders

· Maintain bookkeeping systems, databases, and records

· Monitor insurance claims

· Meet customers’ expectation to ensure satisfaction of insurance coverage

· Continuously educate yourself on the industry and learn about new products and services

· Fulfill all policy requirements

· Help clients settle any claims on their insurance

· Customize insurance programs to suit individual customer needs

· Ensure that policy requirements are fulfilled, including completion of the appropriate forms

· Inspect property in order to examine its overall condition and decide its insurance risk

· Make sure all paperwork is filled out and filed to put insurance policies in place

· Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company

Job Types: Full-time, Commission, New-Grad

Pay: RM2,000.00 - RM5,000.00 per month

Benefits:

  • Flexible schedule
  • Health insurance
  • Professional development

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Commission pay
  • Performance bonus
  • Tips

Ability to commute/relocate:

  • Kuching: Reliably commute or planning to relocate before starting work (Preferred)

Education:

  • STM/STPM (Preferred)
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