Wealth Planner

We are seeking a WEALTH PLANNER to join our growing team at NEW HEART NETWORK AGENCY' in Kuching, Sarawak.

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.

Benefit:
• Basic Salary: RM3,000 - RM10,000+
• Unlimited Income Potential
• Incentive $$$ given for good performance
• Commissions & Bonus
• Flexible Working Hours
• Full Training will be provided
• Gain more knowledge & experience real working environment

*Requirements:*
• Minimum at least 5 credits in SPM / Diploma / Degree
• Able to communicate in Malay & English / Mandarin
• Willing to learn & an outgoing person
• Required to have own transportation & driving license