Insurance Agent

Private Advertiser; Sarawak; On-site; MYR 28,000 - 67,000; Full time

Job summary

Private Advertiser is seeking an Insurance Agent/Wealth Planner in Malaysia to understand clients’ income, expenses, debts, and financial goals, and to identify protection gaps such as life, medical, critical illness, and income protection.

You will provide insurance and takaful recommendations based on needs and budget, explain benefits, exclusions, premiums, and policy terms, and work on presentations and closing while maintaining client relationships.

Qualifications

• Understand clients’ income, expenses, debts, family responsibilities and financial goals.
• Identify protection gaps such as life, medical, critical illness, accident and income protection.
• Explain benefits, exclusions, premiums, coverage terms and policy conditions.

Responsibilities

• Understand the clients’ income, expenses,debts,family responsibilities and financial goals.
• Identify protection gaps such as life, medical , critical illness,accident and income protection
• Insurance planning:
• Recommend suitable insurance/ takaful solutions based on the clients’ needs and budget
• Explain benefits ,exclusions, premiums,coverage terms and policy conditions
• Presentation and closing
• Client relationship management

Skills

Insurance planning

Client relationship management

Presentation and closing

Job description

Understand the clients’ income , expenses,debts,family responsibilities and financial goals,

Identify protection gaps such as life, medical , critical illness,accident and income protection

Insurance planning:

Recommend suitable insurance/ takaful solutions based on the clients’ needs and budget

Explain benefits ,exclusions, premiums,coverage terms and policy conditions

Presentation and closing

Client relationship management

Your application will include the following questions:

• Which of the following statements best describes your right to work in Malaysia?
• What's your expected monthly basic salary?
• How many years' experience do you have as an Insurance Agent?
• Which of the following types of qualifications do you have?
• How many years' experience do you have as a Wealth Planner?
• How many years' experience do you have as a Service Relationship Manager?
• Have you worked in a role which requires experience with financial analysis and modelling?