Life Insurance Advisor: Protect Futures & Financial Planning

Private Advertiser; Kota Samarahan; On-site; MYR 45,000 - 78,000; Full time

Job summary

Private Advertiser in Kota Samarahan, Malaysia, is seeking an Insurance Sales Advisor to prospect clients, conduct financial needs analyses, and develop tailored insurance plans. You will find potential clients through referrals, networking, social media and events; arrange appointments, perform fact-finding, and understand clients' income, expenses, debts and goals.

The role includes identifying protection gaps (life, medical, critical illness, accident, income protection), recommending

Responsibilities

• Find potential clients through referrals, networking, social media, events, and existing contacts
• Arrange appointments and conduct fact-finding
• Understand the client's income, expenses, debts, family responsibilities and financial goals
• Identify protection gaps such as life, medical, critical illness, accident and income protection
• Recommend suitable insurance/takaful solutions based on the client's needs and budget
• Explain benefits, exclusions, premiums, coverage terms and policy conditions
• Present proposals to clients
• Answer questions and objections
• Help clients make an informed decision

Skills

Prospecting

Financial needs analysis

Insurance planning

Proposals & presentations

Job description

Private Advertiser in Kota Samarahan, Malaysia, is seeking an Insurance Sales Advisor to prospect clients, conduct financial needs analyses, and develop tailored insurance plans. You will find potential clients through referrals, networking, social media and events; arrange appointments, perform fact-finding, and understand clients' income, expenses, debts and goals.

The role includes identifying protection gaps (life, medical, critical illness, accident, income protection), recommending