Wealth Planner at New Heart Network
| Position | Wealth Planner |
| Posted | 2025 November 25 |
| Expired | 2025 December 25 |
| Company | New Heart Network |
| Location | Kuching | MY |
| Job Type | Full Time |
Job Description:
Latest job information from New Heart Network for the position of Wealth Planner. If the Wealth Planner vacancy in Kuching matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at New Heart Network for the position of Wealth Planner below matches your qualifications.
⭐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’ expectations to ensure satisfaction with 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 companyJob Info:
- Company: New Heart Network
- Position: Wealth Planner
- Work Location: Kuching
- Country: MY
How to Submit an Application:
After reading and understanding the criteria and minimum qualification requirements explained in the job information Wealth Planner at the office Kuching above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.
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