Insurance Planning & Protection Advisor

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

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.