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Wealth Planner

WFH
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SSM No : PPG/2020/13565

MYR3,000 - MYR5,000 Per Month

Penampang, Sabah

More than 60 have applied to this job

Posted a day ago • Closing 26 Dec 2024

More than 60 have applied to this job

Requirements

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

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

Additional Benefits

  • Annual Bonus
  • Performance Bonus
  • Training Provided
  • Medical Insurance
  • Medical and Hospitalisation Leave
  • Allowance Provided
  • Company Trip
  • Flexible Working Hours
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About Company

jobs in SV Agency

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Banking / Finance

About Company

jobs in SV Agency

SV Agency SV Agency is top company

Banking / Finance