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Jobs in Singapore   »   Jobs in Kuala Lumpur   »   Finance / Banking / Insurance Job   »   Life Planner
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Life Planner

TLC Wealth Consultancy

TLC Wealth Consultancy company logo

Responsibilities:

- Learn and adapt to our sales system, tools and materials.
- Provide insurances concepts and evaluations mainly on risk managements, hospitalisation benefit, critical illnesses, MLTA, personal accident and life insurance.
- Identify customer's total insurance coverage, and the coverage shortfall from their needs and propose recommendations to close the gap.
- Maintain customer relationship and work with customers on annual policy reviews.
- Maintain bookkeeping systems, database and records.
- Constantly update job knowledge and learn about new products,market outlook and services.
 

Requirements:

- Have accountability, eager to learn and achieve personal growth.
- Basic computer knowledge and statistical analysis.
- Proven ability to work with goals.
- Have own means of transportation.
- Demonstrated ability to communicate, present, influence and sell effectively.
- Experience in delivering client-focused solutions and in creating long-lasting relationships.
- Possess at least Diploma in Business Administrative or higher.

Perks & Benefits

  • Training and Coaching system
  • Commission and bonus
  • Nearby public transport
  • Central location
  • Regular team activities
  • Company trips
  • Personal development opportunities

Job Location
Suite No.31-03, lvl 31 Capsquare Tower.10 Jln Munshi Abdullah
Click to view the location on Google maps

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