Life Insurance Advisor: Protect Futures & Grow Client Wealth

Private Advertiser

Kuantan

On-site

MYR 30,000 - 60,000

Full time

3 days ago
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Job summary

Private Advertiser in Malaysia seeks a proactive life insurance advisor to identify potential clients and tailor protection solutions. You will assess clients' financial goals, present policies including life, medical, critical illness and savings plans, prepare quotations, and guide them through applications.

Fresh graduates welcome and training is provided to develop sales and financial planning skills. You will build relationships with clients, explain policy benefits, terms and conditions,

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.

Responsibilities

  • 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.

Skills

Communication
Presentation
Customer relationship management
Sales and marketing
Problem-solving
Time management
Financial planning knowledge

Education

SPM / Diploma / Degree

Job description

Private Advertiser in Malaysia seeks a proactive life insurance advisor to identify potential clients and tailor protection solutions. You will assess clients' financial goals, present policies including life, medical, critical illness and savings plans, prepare quotations, and guide them through applications.

Fresh graduates welcome and training is provided to develop sales and financial planning skills. You will build relationships with clients, explain policy benefits, terms and conditions,

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