Job Description

• Evaluate a client's current situation and potential future risks to identify the most appropriate insurance coverages.
• Advise, explain, and present various insurance products ensuring the client understands the terms and conditions.
• Assist clients in completing applications accurately and submit them to underwriters to secure approval.
• Guide clients through the claims process and help them collect benefits when a claim is met.
• Uphold legal responsibilities, including loyalty, fairness, and honesty while acting in the best interest of the client and the insurer.
• Build and maintain strong relationships with clients through regular communication, policy reviews, and customer service.

Job Requirements

• SPM / Bachelor’ s Degree in Accounting, Finance, Actuarial Science, Business Administration or related field
• Warm welcome to fresh graduates
• Honest and with integrity, dynamic, adaptable and self-motivated to serve existing corporate client & referrals
• Discipline and have high commitment
• Can communicate well in English, Bahasa Malaysia and Mandarin
• CFP / RFP qualification (will be an added bonus)

Skills