Wealth Planner 工作, 薪水 up to MYR 8,000, AWG Aspire Wealth Federal Territory 公司招聘中 - Ricebowl

• Evaluate a client's current situation and potential future risks to identify the most appropriate insurance coverages.
• Advise, explain, and present various insurance products ensuring the client understands the terms and conditions.
• Assist clients in completing applications accurately and submit them to underwriters to secure approval.
• Guide clients through the claims process and help them collect benefits when a claim is met.
• Uphold legal responsibilities, including loyalty, fairness, and honesty while acting in the best interest of the client and the insurer.
• Build and maintain strong relationships with clients through regular communication, policy reviews, and customer service.

Pay: RM2,500.00 - RM8,000.00 per month

Benefits:

• Opportunities for promotion

Work Location: Hybrid remote in Wangsa Maju