Financial Advisor [Malaysia]


 

Job description :

  • Providing Takaful advisory services to clients by understanding their insurance needs, explaining Takaful concepts and products, and recommending suitable Takaful plans.
  • Building and maintaining relationships with clients through networking, referrals, and other business development strategies to generate leads and convert them into sales.
  • Explaining the features, benefits, and terms of Takaful plans to clients, including coverage, premiums, riders, and exclusions, and addressing any questions or concerns.
  • Preparing and presenting Takaful proposals to clients, highlighting the recommended plans, premiums, and projected benefits based on their individual needs and financial goals.
  • Processing Takaful applications, endorsements, and renewals, and ensuring accurate documentation and compliance with regulatory requirements.
  • Maintaining records of client interactions, transactions, and other relevant information in accordance with company policies and regulatory guidelines

Requirements :

  • Fresh Grad Diploma/Degree
  • Good interpersonal skills and strong team player.
  • Fast learner and able to handle multi-tasking.
  • Willing to work in a different field regardless of the background study especially in sales.

Location : Wisma AIA, Jalan Ampang & Public Bank

Job Types: Full-time, Permanent, Fresh graduate

Salary: RM2,500.00 - RM3,500.00 per month

Benefits:

  • Health insurance
  • Opportunities for promotion
  • Professional development

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Commission pay
  • Performance bonus

Ability to commute/relocate:

  • Kuala Lumpur: Reliably commute or planning to relocate before starting work (Required)

Education:

  • STM/STPM (Preferred)

Experience:

  • Financial Advisor: 1 year (Preferred)

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