Insurance Agent

KEY WEALTH PLANNER SDN BHD; Penang; On-site; MYR 56,000 - 100,000; Full time

Benefits offered by this job

Competitive commission structure

Comprehensive training

Mentorship from experienced managers

Health and wellness benefits including

Flexible working arrangements

Collaborative work environment

Access to industry resources and tools

Clear career progression

Recognition programmes

Job summary

KEY WEALTH PLANNER SDN BHD in Penang is seeking an enthusiastic Insurance Agent to promote and sell insurance products to individuals and businesses. This full-time position is based in Penang, where you will identify client needs and present suitable insurance solutions to build a strong portfolio.

You will cultivate client relationships, meet sales targets, and stay updated on policies and regulatory changes.

Qualifications

• Proven sales experience in insurance or financial services.
• Strong communication and interpersonal skills.
• Self-motivated and results-driven.
• Ability to work independently while collaborating with a team.
• Strong organisational skills for handling multiple clients.

Responsibilities

• Identify and prospect potential clients through networking, cold calling, referrals, and other lead generation methods.
• Conduct thorough needs assessments to understand clients' financial situations, risks, and insurance requirements.
• Present and explain insurance products and services clearly, highlighting benefits for each client.
• Prepare and submit insurance applications and supporting documentation per policies and regulations.
• Negotiate terms and pricing with prospective clients to reach mutually beneficial agreements.
• Build and maintain strong relationships with existing clients, ensuring satisfaction and retention.
• Provide ongoing support and advice on policies and coverage options.
• Meet and exceed sales targets and performance metrics set by management.
• Maintain accurate records of client interactions, transactions, and policy details.
• Stay updated on insurance products, industry trends, and regulatory changes.

Skills

Sales experience

Communication skills

Self-motivated

Team collaboration

Organisational skills

Job description

About us KEY WEALTH PLANNER SDN BHD (Key Group MY) is a dynamic financial services company dedicated to providing comprehensive insurance and wealth planning solutions to clients across Malaysia. We are committed to building long-term relationships with our clients by offering tailored financial products and expert guidance. Our team of professionals is passionate about helping individuals and families secure their financial futures through innovative solutions and exceptional customer service. We pride ourselves on our integrity, professionalism, and commitment to excellence in all aspects of our business.

About the role We are seeking an enthusiastic and driven Insurance Agent to join our growing team in Penang. This is a full-time position based in Penang, where you will play a crucial role in promoting and selling insurance products to individuals and businesses. As an Insurance Agent, you will be responsible for identifying client needs, presenting suitable insurance solutions, and building a strong portfolio of satisfied clients. This role offers significant earning potential combined with the opportunity to make a meaningful impact on clients' financial security and peace of mind.

Key responsibilities

• Identify and prospect potential clients through networking, cold calling, referrals, and other lead generation methods
• Conduct thorough needs assessments to understand clients' financial situations, risks, and insurance requirements
• Present and explain insurance products and services in a clear and compelling manner, highlighting benefits relevant to each client's unique circumstances
• Prepare and submit insurance applications and supporting documentation in accordance with company policies and regulatory requirements
• Negotiate terms and pricing with prospective clients to reach mutually beneficial agreements
• Build and maintain strong relationships with existing clients, ensuring high levels of customer satisfaction and retention
• Provide ongoing support and advice to clients regarding their insurance policies and coverage options
• Meet and exceed sales targets and performance metrics as established by management
• Maintain accurate records of client interactions, transactions, and policy details
• Stay updated on insurance products, industry trends, and regulatory changes to provide knowledgeable advice

What we’re looking for

• Proven sales experience, preferably in insurance, financial services, or a related field
• Strong communication and interpersonal skills with the ability to build rapport and trust with diverse client groups
• Self-motivated and results-driven with a strong work ethic and commitment to achieving sales targets
• Ability to work independently whilst also collaborating effectively within a team environment
• Strong organisational skills with the ability to manage multiple clients and administrative tasks simultaneously

What we offer

• Competitive commission structure with uncapped earning potential based on sales performance
• Comprehensive training and ongoing professional development to enhance your sales and product knowledge
• Support from experienced managers and mentors to help you succeed in your role
• Health and wellness benefits including medical coverage
• Flexible working arrangements that allow you to balance your professional and personal commitments
• A collaborative and supportive work environment that values teamwork and mutual success
• Access to industry resources and tools to support your sales activities
• Clear career progression opportunities for high-performing agents
• Recognition programmes that celebrate outstanding achievements and contributions