Wealth Planner

Position : Wealth Planner
Company : Epic Planning Sdn Bhd
Contract : Full Time

Salary : RM3,000.0 - RM5,000.0 Per Month

Location : Johor Bahru, Johor
Postcode : 80100

Posting Date : 09 Aug 2022
Closing Date : 05 Aug 2023

Academic Qualification : Diploma
Language Requirement : EN,ZH

Job Responsibility

• Call potential clients to expand their customer base
• Explain the features of various policies
• Analyze clients' current insurance policies and suggest additions or changes
• Customize insurance programs to suit individual clients
• Handle policy renewals
• Maintain electronic and paper records
• Help policyholders settle claims.

Job Requirements

• Candidate must possess at least SPM
• Required language(s): Mandarin, English
• No experience is needed but candidates with sales
• Love meeting with new people and learning new things.
• A quick thinker and generous.
• Able to put oneself in client's shoes.

Job Benifits

• Attractive salary
• Commissions
• Bonus based on performance
• Travel allowance
• Flexible working hours

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