Immediate Joining! - Junior Transaction Consultant

Job Title: Junior Transaction Consultant
Location: TRX, Kuala Lumpur
Job Type: Permanent/Contract (based on performance during the interview)

Working Days/ Hours: Monday - Friday, 8.30am – 5.30pm

Role Overview:

We are looking for a Pre-Transaction Checks Consultant to handle documentation review, survey calls, and email communications within the Pre-Transaction Checks Team. The role involves ensuring high customer satisfaction and meeting key performance indicators (KPIs) in a fast-paced environment.

Key Responsibilities:

• Perform checks on PruPlanner documentation for New Business.
• Make outbound calls and send emails to customers, ALs, FCs, and BDMs.
• Provide excellent customer service, meeting KPIs (SL, call handling time, etc.).
• Manage escalations using CRM and collaborate with stakeholders to improve processes.
• Stay updated on insurance products and services.

Qualifications & Experience:

• Diploma in Finance, Business, or related field.
• CMFAS 5, 9, 9A, 8, 8A, HI certifications.
• Experience in insurance, compliance, or customer service preferred.
• Fluent in English and Mandarin.
• Typing speed of 20+ words per minute.

Skills:

• Proficient in Microsoft Office.
• Strong communication, listening, and problem-solving skills.
• Ability to work independently and within a team.

Job Types: Full-time, Permanent

Pay: RM2,800.00 - RM3,200.00 per month

Benefits:

• Health insurance
• Maternity leave
• Parental leave
• Professional development

Schedule:

• Monday to Friday

Experience:

• Transaction Consultant: 1 year (Required)

Language:

• Mandarin (Required)
• English (Required)

Willingness to travel:

• 100% (Required)