Life Planner

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.