Wealth Planner
Job Summary
Evaluate a client's current situation and potential future risks to identify the most appropriate insurance coverages. Advise and present various insurance products while ensuring the client understands the terms and conditions. Build and maintain strong relationships with clients through regular communication and policy reviews.
Responsibilities
- Assess client risks and insurance needs
- Present and explain insurance products
- Assist with applications and claims process
- Maintain client relationships and service
Required Skills
- Degree in Finance or related field
- Fluent in English, Malay, and Mandarin
- Integrity and self-motivated
- CFP/RFP qualification is a bonus
Job Details
Responsibilities:
- 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.
Requirements:
- SPM / Bachelor’s Degree in Accounting, Finance, Actuarial Science, Business Administration or related field.
- Warm welcome to fresh graduates.
- Honest and with integrity, dynamic, adaptable and self-motivated to serve existing corporate client & referrals.
- Discipline and have high commitment.
- Can communicate well in English, Bahasa Malaysia and Mandarin.
- CFP / RFP qualification (will be an added bonus).