Life Planner

6 days ago

Klang, Malaysia STS Liz Full time

Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
- Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
- Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
- Work with clients to deliver risk management strategies that fit their risk profiles
- Report the progress of monthly/quarterly initiatives to stakeholders
- Maintain bookkeeping systems, database and records
- Monitor insurance claims to ensure mutual satisfaction
- Achieve customer acquisition and revenue growth objectives
- Constantly update job knowledge and learn about new products and services
- Schedules client meetings.
- Conducts periodic policy reviews.
- Fulfill all policy requirements

**Job Types**: Full-time, Permanent, Fresh graduate

**Salary**: RM3,000.00 - RM15,000.00 per month

**Benefits**:

- Opportunities for promotion
- Professional development

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

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