insurance advisor

G selvi & associate; Kedah; On-site; MYR 40,000 - 80,000; Full time

Job summary

G selvi & associate is seeking an Insurance Advisor in Kedah to join our sales team. You will identify prospective clients, assess needs, and tailor insurance solutions, driving sales while ensuring clients obtain comprehensive coverage across life, general, and health lines.

You will build lasting client relationships, present quotations, and manage the end-to-end process from consultation to policy issuance.

Qualifications

• Proven sales or advisory experience in insurance or related client-facing role.
• Understanding of life, general and health insurance products.
• Excellent communication and interpersonal skills.
• Ability to meet and exceed sales targets.
• Fluency in Malay and English.

Responsibilities

• Identify and engage prospective clients across market segments.
• Conduct needs assessments and tailor insurance solutions.
• Present quotations and proposals to clients.
• Manage the sales process from consultation to policy issuance and onboarding.
• Build and maintain a strong client portfolio with regular follow-ups.
• Educate clients on coverage options, terms, and benefits.
• Maintain accurate records in company systems.

Skills

Sales experience

Insurance knowledge

Communication skills

Client relationships

Self-motivated

Malay & English fluency

Education

Insurance qualifications

Tools

CRM systems

Microsoft Office

Job description

About the role

We are seeking an Insurance Advisor to join our sales team in Kedah. In this role, you will be at the forefront of our business, building relationships with clients and providing expert guidance on insurance solutions tailored to their specific needs. As an Insurance Advisor, you will play a crucial part in driving sales and ensuring clients receive comprehensive coverage that protects their assets and provides peace of mind. This position offers the opportunity to make a meaningful impact whilst building a successful career in the insurance industry.

Key responsibilities

• Identify, engage and develop relationships with prospective clients across various market segments
• Conduct thorough needs assessments to understand clients' insurance requirements and financial situations
• Present and recommend appropriate insurance products and solutions that align with client needs and budget
• Prepare detailed quotations and insurance proposals for clients
• Manage the sales process from initial consultation through policy issuance and client onboarding
• Build and maintain a strong client portfolio, ensuring regular contact and addressing any policy enquiries or amendments
• Educate clients on insurance coverage options, policy terms, conditions and benefits
• Achieve and exceed sales targets and performance metrics set by management
• Maintain accurate records of client interactions, transactions and follow-ups using company systems
• Stay informed about product updates, market trends and competitor offerings within the insurance sector

What we're looking for

• Proven track record in sales, insurance advisory or a related client-facing role
• Strong understanding of insurance products, including life, general and health insurance
• Excellent communication and interpersonal skills with the ability to explain complex insurance concepts clearly
• Self-motivated and results-driven with a demonstrated ability to meet and exceed sales targets
• Ability to build and maintain strong client relationships based on trust and professionalism
• Proficiency in using CRM systems and Microsoft Office applications
• Full driving licence and willingness to travel within the Kedah region
• Fluency in Malay and English; additional languages are advantageous
• Relevant insurance or sales qualifications, or willingness to obtain them
• Strong organisational skills with the ability to manage multiple client interactions simultaneously