Life Insurance (Part Time)

Private Advertiser; Kuching; On-site; MYR 54,000 - 89,000; Full time

Job summary

Private Advertiser is seeking a proactive financial services professional to identify and develop new business opportunities through networking, referrals, and client engagement in Kuching.

You will analyze clients' goals, explain policies clearly, prepare quotations and applications, and maintain long‑term relationships while achieving sales targets with integrity.

Qualifications

• Identify and develop new business opportunities through networking, referrals, prospecting, and client engagement.
• Conduct financial needs analysis to understand clients’ protection, savings, investment, and retirement goals.
• Recommend suitable life insurance and financial protection solutions based on clients’ individual needs and circumstances.
• Explain insurance policies, benefits, premiums, exclusions, terms, and conditions clearly to clients.
• Prepare quotations, proposals, applications, and supporting documentation accurately.

Responsibilities

• Build and maintain long‑term relationships with existing and prospective clients.
• Conduct regular policy reviews to ensure clients’ insurance coverage remains appropriate as their financial circumstances change.
• Provide ongoing policy servicing and assist clients with policy updates, claims, and other insurance‑related enquiries.
• Follow up with prospective clients and manage the sales process from initial consultation through policy issuance.
• Maintain accurate client records and comply with company procedures, regulatory requirements, and professional standards.
• Participate in training, seminars, and professional development activities to maintain product and industry knowledge.
• Achieve individual and team sales targets while maintaining a strong focus on customer service and ethical business practices.

Job description

Identify and develop new business opportunities through networking, referrals, prospecting, and client engagement.

Conduct financial needs analysis to understand clients’ protection, savings, investment, and retirement goals.

Recommend suitable life insurance and financial protection solutions based on clients’ individual needs and circumstances.

Explain insurance policies, benefits, premiums, exclusions, terms, and conditions clearly to clients.

Prepare quotations, proposals, applications, and supporting documentation accurately.

Build and maintain long‑term relationships with existing and prospective clients.

Conduct regular policy reviews to ensure clients’ insurance coverage remains appropriate as their financial circumstances change.

Provide ongoing policy servicing and assist clients with policy updates, claims, and other insurance‑related enquiries.

Follow up with prospective clients and manage the sales process from initial consultation through policy issuance.

Maintain accurate client records and comply with company procedures, regulatory requirements, and professional standards.

Participate in training, seminars, and professional development activities to maintain product and industry knowledge.

Achieve individual and team sales targets while maintaining a strong focus on customer service and ethical business practices.