Islamic Financial Planner

5 days ago

Kuching, Malaysia Etiqa Family Takaful Berhad Full time

Duties & Responsibilities:
~ Provide professional advice, solutions and strategies to clients in achieving their short and long term financial goals.
~ Meet clients to fact find on their current financial position.
~ Identify gaps in client’s health and financial protection.
~ Assist clients with their investment strategies by assessing their financial position and making recommendations.
~ Establish good customer relationships to build long lasting businesses.
~ Identify new business opportunities.
~ Provide the best sales service to all existing clients.
~ Attend all meetings and training & development programs by the Company.

~ Involve with recruitment.

Job Specification:
~Minimum 2 years of working experience in any industry.
~ Able to communicate well in Bahasa Malaysia and English.
~ Malaysian citizen below 45 years old.
~ Strong drive, goal-oriented, disciplined, self-motivated with an entrepreneur mindset.
~ Possess own transport.

**Job Types**: Full-time, Part-time, Freelance

Pay: RM3,000.00 - RM5,000.00 per month

Expected hours: No more than 40 per week

**Benefits**:

- Flexible schedule
- Opportunities for promotion
- Professional development
- Work from home

**Education**:

- Diploma/Advanced Diploma (preferred)

**Experience**:

- Sales: 1 year (preferred)
- Marketing: 1 year (preferred)

License/Certification:

- TBE certificate paper A & C (preferred)

Work Location: In person

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