Wealth Planner

Penampang, Sabah, Malaysia

Job Description


  • Ability to converse and write in English and Bahasa Malaysia (Knowing Mandarin would be an advantage)
  • Able to work in a team & an outgoing person
  • Fresh Graduation with Diploma/Degree in Business or related field or Minimum at least 5 credits in SPM & 2 years working experience
  • Required to have own transportation & driving license
  • Required Skills : Comfortable with Remote work,Self-driven & persistence,Focus and determination,Time Management ,Product Knowledge,Customer Service,Able to work in a team & an outgoing person
Responsibilities
  • 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
  • Meet customers\' expectations to ensure satisfaction with insurance coverage
  • Continuously educate yourself on the industry and learn about new products and services
  • Fulfill all policy requirements
  • 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
  • The tasks sound hard but IT will be much easier if the applicant is willing to learn~~
Benefits
  • Flexible working schedule options
  • A role that offers a breadth of learning opportunities
  • Fantastic work culture
  • Opportunities for promotion
  • Professional development
  • EPF
  • SOCSO
SkillsComfortable with Remote work Self-driven & persistence Focus and determination Time Management Product Knowledge Customer Service Able to work in a team & an outgoing personImportant InformationNever provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report This Job ad.

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Job Detail

  • Job Id
    JD1072323
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Penampang, Sabah, Malaysia
  • Education
    Not mentioned