Insurance Solutions Lead — CFP, Client Growth & Compliance

Cheng & Co Group; Kuala Lumpur; On-site; MYR 60,000 - 110,000; Full time

Job summary

Cheng & Co Group in Kuala Lumpur seeks a results-driven Insurance Services Specialist to manage certificate planning, liaise with clients and insurers, and ensure timely processing and accurate records.

The role requires CFP certification or equivalent, proven insurance sales experience, and strong communication and leadership skills to drive sales targets while maintaining client relationships.

Qualifications

• CFP certification or equivalent required.
• Proven experience in insurance sales, business development, and client relationships.
• Strong knowledge of insurance products, financial planning, and sales strategies.
• Excellent communication, negotiation, leadership, and team management skills.

Responsibilities

• Manage and coordinate insurance certificate planning, preparation, issuance, and documentation.
• Liaise with clients, insurers, and internal teams to ensure timely processing and accurate records.
• Monitor certificate status, renewals, and compliance with relevant requirements.
• Provide administrative and operational support for insurance-related matters.

Skills

Insurance sales

Business development

Client relations

Communication

Negotiation

Leadership

Team management

Sales targets

Education

CFP certification

Job description

Cheng & Co Group in Kuala Lumpur seeks a results-driven Insurance Services Specialist to manage certificate planning, liaise with clients and insurers, and ensure timely processing and accurate records.

The role requires CFP certification or equivalent, proven insurance sales experience, and strong communication and leadership skills to drive sales targets while maintaining client relationships.