Wealth Planner

New Heart Network Agency is seeking a motivated Wealth Planner to join our dynamic team. We are looking for a dedicated professional who is passionate about helping clients achieve their financial goals and secure their financial future.

Working hours : 8:30am - 11am

Job Scopes:

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