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Takaful Wealth Planner (Sales & Marketing Executive)
Role Overview
Join our agency as a Takaful Wealth Planner, where you will provide Shariah-compliant financial protection and wealth solutions to individuals and families. This role involves consultative selling, lead generation through digital marketing, and long-term relationship management.
Key Responsibilities:
- Business Development: Identify and reach out to potential clients through various channels, including social media, roadshows, and referrals.
- Financial Consultation: Conduct fact-finding sessions to understand clients' financial goals and recommend suitable Takaful solutions (Health, Life, Savings, and Investment-linked).
- Marketing Initiatives: Execute online and offline marketing campaigns to build personal branding and increase market presence.
- Relationship Management: Provide excellent after-sales service, including policy reviews and assisting with the claims process.
- Performance: Meet and exceed monthly sales targets and conversion KPIs to unlock high-tier incentives.
Requirements:
- Education: Minimum Diploma or Bachelor’s Degree in any field (Business, Marketing, or Finance preferred).
- Experience: Fresh graduates are encouraged to apply; prior experience in banking, sales, or customer service is a strong advantage.
- Skills: Strong communication skills in Bahasa Malaysia and English.
- Certifications: Candidates with PCE/CEILI/TBE certifications are highly preferred (training provided for those without).
- Mindset: Highly motivated, self-disciplined, and a passion for helping the community.
What We Offer:
- Base Allowance: RM 2,500 – RM 3,000 + Uncapped Commission (Total potential earnings of RM 4,000 – RM 10,000+ per month).
- Flexibility: Hybrid work arrangements with flexible working hours.
- Growth: Structured career path to management (Unit Manager/Agency Manager).
- Rewards: Performance-based incentives including technology allowances and international corporate conventions.
Pay: RM2,500.00 - RM3,000.00 per month
Benefits
- Flexible schedule
- Professional development
- Work from home
