Wealth Planner

Petaling Jaya, Selangor, Malaysia

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Mohon

Kelayakan

Fresh graduate with minimum Diploma or SPM with minimum 2 years of working experience in any fields
Required language(s): Bahasa Malaysia, English and Mandarin (is an added advantage)
Own transportation
Must have tablet/smartphone/laptop for work used
No experience is needed but candidates with sales, marketing and finance knowledge would be an advantage
Good interpersonal and communication, sociable, responsible and high integrity, strong drive and desire to success, independent positive attitude
Entrepreneur Mindset

Tanggungjawab

Meet personally with clients to assess their financial situation to present right and suitable financial plan
Develop and reaching out to potential prospective clients and building a strong customer base
Communicate and follow up with clients on plans and modifications on the policy
Explain the features of various policies
Identifying and evaluate new financial strategies and recomment in goals and plan
Analyze clients 's current insurance policies and suggest additions or changes
Customize insurance programs to suit individual clients
Handle policy renewals
Help policyholders settle claims.

Manfaat

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