Wealth Planner

Job Scopes:

1. Attend meetings, seminars, and programs to learn about new products & services.
2. Calculate premiums & establish payment methods.
3. Report the progress of initiatives to stakeholders.
4. Maintain bookkeeping systems, databases, & records.
5. Monitor insurance claims.
6. Meet customers’ expectation to ensure satisfaction of insurance coverage.
7. Fulfill all policy requirements.
8. Help clients settle any claims on their insurance.
9. Customize insurance programs to suit individual customer needs.
10. Ensure that policy requirements are fulfilled, including completion of the appropriate forms.
11. Inspect property in order to examine its overall condition and decide its insurance risk.
12. Make sure all paperwork is filled out and filed to put insurance policies in place.
13. Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company.

Requirements:

1. Minimum at least 5 credits in SPM.
2. Fresh Graduate encourage to join us.
3. Able to communicate in Malay & English (Knowing mandarin would be an advantage).
4. Able to work in a team, willing to learn & an outgoing person.
5. Required to have own transportation & driving license.