全职 WEALTH PLANNER 工作, 薪水 up to MYR 1,800, New Heart Network (NHN) Agency Sarawak 公司招聘中 - Ricebowl

• Attend meetings, seminars and training programmes to stay updated on insurance products and services.
• Understand customers financial needs and recommend suitable insurance and financial protection plans.
• Calculate insurance premiums and explain available payment options to customers.
• Develop customised insurance solutions based on individual customer needs.
• Assist customers in completing insurance applications and required documentation.
• Ensure all policy requirements and paperwork are properly completed and submitted.
• Explain insurance coverage, policy terms and benefits to customers.
• Assist customers with insurance claims and guide them through the claim settlement process.
• Monitor insurance claims and provide updates when necessary.
• Maintain accurate customer records, databases and policy documentation.
• Build and maintain good relationships with customers to ensure satisfaction.
• Keep up to date with industry developments, new products and insurance regulations.

Pay: RM1,800.00 per month

Benefits:

• Flexible schedule
• Free parking
• Maternity leave
• Opportunities for promotion
• Parental leave
• Professional development

Work Location: In person