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Wealth Planner

Wealth Planner
Johor   Johor Bahru
Full Time   Insurance
Epic Planning Sdn Bhd

Post09 Aug2022
Expiry05 Aug2023

Job Information

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 Description

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

Job Application

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