Life Planner

Xpert Advisory Enterprise; Kuala Lumpur; Hybrid; MYR 150,000 - 200,000; Full time

Job summary

A financial advisory firm in Kuala Lumpur is seeking an entry-level insurance consultant to provide expert advice on various insurance products. Responsibilities include assessing client needs, generating new leads, and maintaining strong relationships. Ideal candidates are Malaysian nationals, possess a diploma, and have excellent communication skills. The role offers a hybrid work environment along with training and bonuses.

Benefits

Training Provided

Annual Bonus

Performance Bonus

Allowance Provided

Qualifications

• Malaysian nationality required.
• Entry-level position; fresh graduates are encouraged to apply.

Responsibilities

• Provide expert advice on insurance products.
• Assess clients' needs for suitable coverage options.
• Develop and maintain client relationships.
• Generate leads and acquire new clients.
• Prepare and present insurance proposals.
• Assist with application completion and documentation.
• Stay updated on industry trends and new products.
• Meet or exceed sales targets.
• Adhere to company policies and ethical standards.

Skills

Excellent communication skills

Interpersonal skills

Proficiency in CRM systems

Fluency in English

Education

Diploma in any field

Job description

Requirements

• Malaysian only
• Possess a Diploma in any field.
• Entry-level position; fresh graduates are encouraged to apply.
• Excellent communication and interpersonal skills.
• Proficiency in Customer Relationship Management (CRM) systems.
• Demonstrated ability to acquire and manage client relationships.
• Fluency in English, both written and spoken.
• Willingness to work in a hybrid work environment based in Kuala Lumpur.

Responsibilities

• Provide expert advice and guidance to clients on a range of insurance products, including life, health, and takaful insurance.
• Assess clients' individual needs and financial situations to recommend suitable insurance coverage options.
• Develop and maintain strong relationships with clients through regular communication and exceptional customer service.
• Generate new leads and acquire new clients through networking, referrals, and marketing initiatives.
• Prepare and present insurance proposals to clients, explaining policy features, benefits, and terms in a clear and concise manner.
• Assist clients with the completion of insurance applications and ensure all necessary documentation is accurate and submitted in a timely manner.
• Stay up-to-date on industry trends, market conditions, and new insurance products to provide informed advice to clients.
• Meet or exceed sales targets and performance goals as set by the company.
• Adhere to all company policies, procedures, and ethical standards.

Benefits

• Training Provided
• Annual Bonus
• Performance Bonus
• Allowance Provided