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10 Jan 2023

Full-Time Wealth Planner

New Heart Network Agency – Posted by Bryan Jee Kuching, Sarawak, Malaysia

Job Description

  • 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
  • Assist customers in properly completing insurance applications in order to act as an intermediary between the customer and the insurance company


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Job Categories: Sales Agent. Job Types: Full-Time. Salaries: 3,000 - 4,000.

Job expires in 12 days.

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