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Financial advisor
3 months ago
REQUIREMENTS:
Can communicate in English and Malay (Knowing Mandarin would be an advantage)Minimum at least 5 credits in SPMFresh Graduates are welcomed to join our team Able to work in a team & an outgoing person
TASKS:
Attend meetings, seminars, and programs to learn about new products and services Calculate premiums and establish payment methods Meet customers' expectations to ensure satisfaction with insurance coverage Continuously educate yourself on the industry and learn about new products and services 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 Training will be provided to all.
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