Life Insurance Advisor: Client Solutions & Financial Planning

Private Advertiser; Puchong; Sur place; MYR 30 000 - 54 000; Plein temps

Résumé du poste

Private Advertiser is seeking a motivated sales professional in Malaysia to identify potential clients and introduce life insurance products. You will assess client needs, recommend suitable life, medical, critical illness, and savings plans, and explain terms and premiums.

The role includes preparing quotations, assisting with applications, and maintaining strong client relationships. Prospects include meeting monthly and yearly sales targets while staying informed on product updates, industry

Qualifications

• Minimum SPM, Diploma, or Degree qualification.
• Good communication and interpersonal skills.
• Positive attitude, self-motivated, and goal-oriented.
• Strong sales and negotiation skills.
• Able to work independently and as part of a team.
• Willing to learn about insurance and financial planning.
• Fresh graduates are welcome to apply.
• Relevant insurance qualifications or licensing are an advantage.

Responsabilités

• Identify and approach potential clients to introduce life insurance products.
• Understand clients' financial needs, goals, and protection requirements.
• Recommend suitable life insurance, medical, critical Illness and savings plans.
• Explain policy benefits, premiums, terms, and conditions to clients.
• Prepare insurance quotations and assist with policy applications.
• Follow up with prospective clients and maintain strong customer relationships.
• Provide ongoing policy servicing and assist clients with claims enquiries.
• Achieve monthly and annual sales targets.
• Keep updated on insurance products, industry trends, and regulatory requirements.

Connaissances

Communication and presentation

Customer relationship management

Sales and marketing

Problem-solving and negotiation

Time management

Financial planning knowledge

Formation

SPM/ Diploma/ Degree

Description du poste

Private Advertiser is seeking a motivated sales professional in Malaysia to identify potential clients and introduce life insurance products. You will assess client needs, recommend suitable life, medical, critical illness, and savings plans, and explain terms and premiums.

The role includes preparing quotations, assisting with applications, and maintaining strong client relationships. Prospects include meeting monthly and yearly sales targets while staying informed on product updates, industry