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Jobs in Malaysia   »   Jobs in Kuala Lumpur   »   Finance / Banking / Insurance jobs   »   Insurance Advisor

Insurance Advisor

Kuala Lumpur
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  • Understand clients' current financial status and future financial needs.
  • 了解客户当前的财务状况和未来的财务需求。
  • Develop sound plans and budgets for clients.
  • 为客户制定合理的计划和预算。
  • Continuous update on clients' changing needs.
  • 不断更新客户不断变化的需求。
  • Help clients implement their plans and carry out transactions.
  • 帮助客户实施他们的计划并进行交易。
  • Present and sell suitable financial products and services.
  • 提供和销售合适的金融产品和服务。
  • Find and approach prospective clients.
  • 寻找并接近潜在客户。
  • Build strong relationships to retain existing clients.
  • 与现有客户建立良好关系。
  • Maintain updated knowledge of regulations, practices and financial products.
  • 保持有关法规,实践和金融产品的最新知识。
  • Maintain good recording of sales, and after sales.
  • 保持良好的销售记录和售后服务。
  • Build client based and networking through multi channel 
  • 通过多渠道建立客户端


  • Experience as financial advisor or similar role; experience in sales or customer service
  • 具有财务顾问或类似角色的经验; 销售或客户服务经验
  • Good communication and interpersonal skills
  • 良好的沟通和人际交往能力
  • A team player and highly self motivated
  • 团队合作精神,高度自我激励
  • Enjoy fast-paced and highly rewarding setting
  • 喜欢快节奏和高回报的环境
  • Good ethics, with a customer-oriented attitude
  • 良好的道德规范,以客户为导向的态度。

Promising growth and development in all aspect in life.

迈向生活中各 方面 的增长和发展。

Perks & Benefits 奖金和福利

  • Potential earning above RM5000 潜在收入高于RM5000
  • Commission and bonus 佣金和奖金
  • Central location (KL)中央位置
  • Flexible working hours 自由工作时间
  • Casual dress code 时尚休闲着装方式
  • Regular team activities 团队活动
  • Yearly trips to overseas 每年去海外旅行
  • Regular local or Asean convention 国内或东盟会议
  • Personal leave 事假
  • Open culture 多文化
  • Personal development opportunities 个人发展机会
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Company Overview

REVE是安联50强代理商之一。 我们通过将每个成员都视为工作家庭而实现财务可持续性和增长的理念来取得成功。 我们充当支持角色,确保安全舒适的生活方式,同时也为其所有员工生活的每个阶段制定更好的职业道路。 每个成员的支持和个人发展指导和培训升级。

REVE is one of Allianz top 50 agency. We attained our success through our philosophies of embracing every member as working family yet achieved financial sustainability and growth. We act as supporting role to ensure a secure and comfortable lifestyle but also charting a better career path at every stage for all its’ employee life. A support and personal development guidance and training upgrade every member.


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Company Summary
Insurance / Pension Funding

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