Insurance Life Advisor

Role Description

This is a full-time hybrid role for an Insurance Life Advisor at WWS Wealth Advisory. The role is based in Greater Kuantan, where some work from home is acceptable. The Insurance Life Advisor will be responsible for advising clients on insurance and financial products, providing excellent customer service, and consulting with clients to determine their insurance needs. Daily tasks include preparing and presenting insurance plans, analyzing insurance policies, and supporting clients throughout the insurance process.

Qualifications

• Insurance and Finance skills
• Consulting and Customer Service skills
• Strong Communication skills
• Ability to analyze complex insurance policies and prepare clear presentations
• Proficiency in relevant software applications
• Experience working in the financial services industry is a plus
• Bachelor’s degree in Finance, Business Administration, or related field

Seniority level

Employment type

Job function

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