Life Planner

3 months ago


Kuala Lumpur, Malaysia Sapphire Corporation Full time

This is a full-time remote role as a Life Planner at AIA can be located anywhere in Malaysia. The Life Planner will be responsible for providing financial planning services, assessing clients' insurance needs, and recommending suitable insurance products. They will also be involved in sales and marketing activities to promote insurance products and services.

**Job Responsibility**

1. Client Consultation:

- Meet with clients to discuss their financial needs, concerns, and objectives.
- Educate clients on the principles of Takaful, explaining how it differs from conventional insurance.
- Conduct financial needs analysis to determine appropriate Takaful products.

2. Product Recommendation:

- Recommend suitable Takaful plans, including family, health, and general Takaful products, based on clients' needs.
- Explain the features, benefits, and terms of various Takaful products to clients.

3. Sales and Marketing:

- Develop and implement strategies to promote Takaful products.
- Build and maintain a network of clients through referrals, networking, and cold calling.
- Conduct presentations and seminars to educate potential clients about Takaful.

4. Compliance and Documentation:

- Ensure all sales and marketing activities comply with Shariah laws and guidelines.
- Maintain accurate records of client interactions, proposals, and sales.

5. Customer Service:

- Provide ongoing service and support to clients, including policy servicing, claims assistance, and policy renewals.
- Handle customer inquiries and resolve complaints in a timely manner.

**Job Requirements**

Qualifications:

- Diploma

**Skills**:

- Insurance and General Insurance skills
- Sales and Marketing skills

Other Requirements:

- Understanding of local regulatory requirements regarding Takaful and insurance.
- Ethical and professional conduct in line with Islamic values.
- Willingness to travel for client meetings and presentation**s.**

Pay: RM1,882.63 - RM5,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Monday to Friday

Supplemental Pay:

- Commission pay
- Yearly bonus

**Education**:

- Diploma/Advanced Diploma (preferred)

**Experience**:

- Salesforce: 1 year (preferred)

**Language**:

- Bahasa (preferred)


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