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Internship Wealth Planner

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This job is an Internship Wealth Planner where you'll learn the ins and outs of insurance. You might like this job because you get to help clients find the right coverage, all while gaining valuable industry knowledge and skills!

RM 2K - RM 10K

Kuching, Sarawak

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


Job Requirements

  • Can communicate in English, Malay and Mandarin
  • Minimum at least 5 credits in SPM or Diploma/Degree 
  • Able to work in a team & an outgoing person
  • Required to have own transportation & driving license 

Skills

Verbal Communication Skills
Sales Strategy
Marketing Strategies
Teamwork

Additional Info

Company Activity

Last active - few hours ago

Experience Level

#NoExperienceNeeded

Career Level

Internship

Job Specialisation


Company Profile

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NewHeartNetwork