Kuching RM2000 - RM10000

Wealth Planner

Job conditions

Allowances: TBD

Annual leave: TBD

Benefits: TBD

Holidays: TBD

Probation: TBD

Job Type: Permanent

Working Days: Monday - Friday

Working Hours: 8.30 am - 5.00 pm

Skills and Requirements

Minimum SPM

Good communication skills

Must have own transportation

Good attittude

Job Responsibilities

1) Attend meetings, seminars, and programs to learn about new products and services

2) Calculate premiums and establish payment methods

3) Report the progress of initiatives to stakeholders

4) Maintain bookkeeping systems, databases, and records

5) Monitor insurance claims

6) Meet customers expectation to ensure satisfaction of insurance coverage

7) Continuously educate yourself on the industry and learn about new products and services

8) Fulfill all policy requirements

9) Help clients settle any claims on their insurance

10) Customize insurance programs to suit individual customer needs

11) Ensure that policy requirements are fulfilled, including completion of the appropriate forms

12) Inspect property in order to examine its overall condition and decide its insurance risk

13) Make sure all paperwork is filled out and filed to put insurance policies in place

14) Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company

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