Wealth Planner

Attend meetings, seminars, and programs to learn about new products and services
- Calculate premiums and establish payment methods
- Report the progress of initiatives to stakeholders
- Maintain bookkeeping systems, databases, and records
- Monitor insurance claims
- Meet customers’ expectation to ensure satisfaction of 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

**Job Types**: New-Grad, Full-time

Pay: RM3,000.00 - RM5,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Tips

Ability to commute/relocate:

- Kuching: Reliably commute or planning to relocate before starting work (preferred)

**Education**:

- Diploma/Advanced Diploma (preferred)