Quote Generation: Provide clients with insurance quotes, explain policy terms and conditions, and answer any questions or concerns they may have.
Underwriting Assistance: Assist clients in completing insurance applications and provide any necessary information to underwriters for policy approval.
Policy Maintenance: Maintain client records, process policy changes, and handle policy renewals to ensure continuous coverage.
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Tax Planning and Compliance: You would be responsible for developing tax strategies for the Company, taking into account the tax laws and regulation in each of the jurisdictions where the company operates. You would also ensure that the company is in compliance with all tax laws and regulations.
Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;
Setting financial objectives, and developing and implementing strategies for achieving them;
Arranging to buy and sell unit trust funds for clients;
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Together we will pursue efficient ways of working. We will harness the latest data and technology solutions to achieve meaningful outcomes for our clients. And the protection we offer will create broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.
We are currently seeking a high calibre professional to join our team as a
This is a full-time hybrid role for a Financial Planner at Great Vision Group. As a Financial Planner, you will be responsible for providing personalized financial planning advice to clients. This includes analyzing clients' financial status and goals, developing financial strategies, and recommending appropriate investment opportunities. Some remote work is acceptable, but the role is primarily located in Petaling Jaya.
Qualifications
Financial Planning, Personal Financial Planning, and Certified Financial Planner (CFP) certification
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[Apply now at https://my.hiredly.com/jobs/jobs-malaysia-gtu-global-plt-job-financial-planner-executive] - Proven experience in insurance sales or a related field. - Possess minimum qualification of Diploma or Degree in any field. - Having Finance /Actuarial/ Business background would be an added advantage - Strong interpersonal and communication skills.
- Ability to build and maintain client relationships. - Results-driven and able to meet and exceed sales targets. - Self-motivated and organized with excellent time management skills.
- Insurance licenses and certifications. - Bachelor’s degree in a relevant field is a plus.