Wealth Specialist

0 - 1 Year    KUALA LUMPUR, Malaysia
Bangunan AHP, Jalan Tun Mohd Fuad 3, Taman Tun Dr Ismail, Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia, Malaysia

Job Description

Requirements

We are looking for a competitive Wealth Specialist to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio.
Basic Monthly Income RM 3,000 - RM 5,0000

Responsibility

Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals, etc
Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
Work with clients to deliver risk management strategies that fit their risk profiles
Report the progress of monthly/quarterly initiatives to stakeholders
Maintain bookkeeping systems, database, and records
Monitor insurance claims to ensure mutual satisfaction
Achieve customer acquisition and revenue growth objectives
Constantly update job knowledge and learn about new products and services
Fulfill all policy requirements

Benefits

Design your own dream income with unlimited potential income, 
More  bonuses in quarterly, half-yearly, and annually, 
overseas trip at least twice a year. 
Successful candidates will be offered fix monthly allowance after 3 months probation period.
Free tool Sale & Marketing 
Monitoring & Training are provided.
Monthly Special Increment Bonus 
Weekly Extra Booster Income

Additional Benefits

Medical and Hospitalisation Leave
Annual Bonus
Medical Insurance
Training Provided
Annual Leave
Allowance Provided
Performance Bonus
Company Trip
5 Working Days
Work from Home
Flexible Working Hours
EPF / SOCSO / PCB

Skills Required

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Job Detail

  • Job Id
    JD252631
  • Industry
    Banking/Financial Services/Broking
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    5000-10000
  • Employment Status
    Permanent
  • Job Location
    KUALA LUMPUR, Malaysia
  • Education
    Any Graduate
  • Experience
    0 - 1 Year