Life Insurance Advisor: Help Clients Secure Their Futures

REVE AGENCY SDN. BHD.; Kuala Lumpur; On-site; MYR 40,000 - 60,000; Full time

Job summary

A financial services company in Kuala Lumpur is seeking a Life Insurance Advisor to build strong client relationships and help implement financial plans. The ideal candidate will understand clients' financial needs and present suitable products. Knowledge in regulations and financial products is essential. This role emphasizes client retention, transaction facilitation, and sales record keeping. Join our team to contribute to the financial well-being of our clients.

Qualifications

• Ability to build strong client relationships.
• Understanding of clients' financial needs and status.
• Skill in presenting and selling financial products.

Responsibilities

• Build strong relationships to retain existing clients.
• Help clients implement their plans and carry out transactions.
• Maintain good recording of sales and after sales.

Job description

A financial services company in Kuala Lumpur is seeking a Life Insurance Advisor to build strong client relationships and help implement financial plans. The ideal candidate will understand clients' financial needs and present suitable products. Knowledge in regulations and financial products is essential. This role emphasizes client retention, transaction facilitation, and sales record keeping. Join our team to contribute to the financial well-being of our clients.