Wealth Planner

NEW HEART NETWORK AGENCY; Kuching; On-site; MYR 22,000 - 36,000; Full time

Job summary

NEW HEART NETWORK AGENCY in Malaysia is seeking candidates for insurance-related roles. You will learn about products and services, calculate premiums, report progress to stakeholders, and maintain records.

The role involves assisting clients with applications, explaining policy options, and ensuring proper completion of forms. Ideal applicants are Malay- and English-speaking, with a driving license and own transport.

Qualifications

• Must have at least 5 SPM credits.
• Fresh graduates are encouraged to apply.
• Proficient in Malay and English; Mandarin is a plus.
• Able to work in a team, eager to learn, and outgoing.
• Must own transport and driving license.

Responsibilities

• Attend meetings and programs to learn about new products and services.
• Calculate premiums and establish payment methods.
• Report progress of initiatives to stakeholders.
• Maintain bookkeeping, databases, and records.
• Monitor insurance claims and ensure customer satisfaction.
• Assist customers with completing insurance applications and act as intermediary.
• Customize insurance programs to meet customer needs.
• Inspect properties to assess insurance risk and ensure policy compliance.
• Keep paperwork filed to place insurance policies in effect.

Skills

Communication

Teamwork

Willingness to learn

Outgoing personality

Driving license

Education

SPM 5 credits

Job description

Job Scopes:

• Attend meetings, seminars, and programs to learn about new products & services.
• Calculate premiums & establish payment methods.
• Report the progress of initiatives to stakeholders.
• Maintain bookkeeping systems, databases, & records.
• Monitor insurance claims.
• Meet customers’ expectation to ensure satisfaction of insurance coverage.
• Fulfill all policy requirements.
• Help clients settle any claims on their insurance.
• Customize insurance programs to suit individual customer needs.
• Ensure that policy requirements are fulfilled, including completion of the appropriate forms.
• Inspect property in order to examine its overall condition and decide its insurance risk.
• Make sure all paperwork is filled out and filed to put insurance policies in place.
• Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company.

Requirements:

• Minimum at least 5 credits in SPM
• Fresh Graduate encourage to join us
• Able to communicate in Malay & English (Knowing mandarin would be an advantage)
• Able to work in a team, willing to learn & an outgoing person
• Required to have own transportation & driving license