Client-Focused Wealth & Insurance Planner

NEW HEART NETWORK AGENCY; Kuching; On-site; MYR 22,000 - 36,000; Full time

Job summary

NEW HEART NETWORK AGENCY in Malaysia is seeking candidates for insurance-related roles. You will learn about products and services, calculate premiums, report progress to stakeholders, and maintain records.

The role involves assisting clients with applications, explaining policy options, and ensuring proper completion of forms. Ideal applicants are Malay- and English-speaking, with a driving license and own transport.

Qualifications

• Must have at least 5 SPM credits.
• Fresh graduates are encouraged to apply.
• Proficient in Malay and English; Mandarin is a plus.
• Able to work in a team, eager to learn, and outgoing.
• Must own transport and driving license.

Responsibilities

• Attend meetings and programs to learn about new products and services.
• Calculate premiums and establish payment methods.
• Report progress of initiatives to stakeholders.
• Maintain bookkeeping, databases, and records.
• Monitor insurance claims and ensure customer satisfaction.
• Assist customers with completing insurance applications and act as intermediary.
• Customize insurance programs to meet customer needs.
• Inspect properties to assess insurance risk and ensure policy compliance.
• Keep paperwork filed to place insurance policies in effect.

Skills

Communication

Teamwork

Willingness to learn

Outgoing personality

Driving license

Education

SPM 5 credits

Job description

NEW HEART NETWORK AGENCY in Malaysia is seeking candidates for insurance-related roles. You will learn about products and services, calculate premiums, report progress to stakeholders, and maintain records.

The role involves assisting clients with applications, explaining policy options, and ensuring proper completion of forms. Ideal applicants are Malay- and English-speaking, with a driving license and own transport.