WEALTH PLANNER
Kuching
Job details
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Salary
RM 3,000 - RM 5,000 a month
Job Type
Full-time
Fresh graduate
Shift and Schedule
Monday to Friday
· 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, New-Grad
Pay: RM3,000.00 - RM5,000.00 per month
Benefits:
- Flexible schedule
- Opportunities for promotion
- Professional development
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Kuching: Reliably commute or planning to relocate before starting work (Required)
Education:
- Diploma/Advanced Diploma (Preferred)
Experience:
- Financial Advisor: 1 year (Preferred)
Language:
- Mandarin (Preferred)
- Bahasa (Preferred)
Job Type: Full-time
Salary: From RM5,000.00 per month
Benefits:
- Opportunities for promotion
- Professional development
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
- Performance bonus
Ability to commute/relocate:
- Kuching: Reliably commute or planning to relocate before starting work (Required)
Education:
- Diploma/Advanced Diploma (Preferred)
Experience:
- Planning: 1 year (Preferred)
Language:
- Mandarin (Preferred)
- Bahasa (Preferred)
