Wealth Planner
2 weeks ago
**WEALTH PLANNER**
Kuching
**Job details**
Matches job preferencesyou are **Interested** in
Salary
RM 3,000 - RM 5,000 a month
Job Type
Full-time
Fresh graduate
Shift and Schedule
Monday to Friday
- 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**: Full-time, New-Grad
Pay: RM3,000.00 - RM5,000.00 per month
**Benefits**:
- Flexible schedule
- Opportunities for promotion
- Professional development
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Kuching: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Diploma/Advanced Diploma (preferred)
**Experience**:
- Financial Advisor: 1 year (preferred)
**Language**:
- Mandarin (preferred)
- Bahasa (preferred)
**Salary**: From RM5,000.00 per month
**Benefits**:
- Opportunities for promotion
- Professional development
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
- Performance bonus
Ability to commute/relocate:
- Kuching: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Diploma/Advanced Diploma (preferred)
**Experience**:
- Planning: 1 year (preferred)
**Language**:
- Mandarin (preferred)
- Bahasa (preferred)
