Takaful Planner/agent Insurance
6 days ago
**Full Job Description**
**Job Roles**:
1. Participating in activity to procure business opportunities.
2. Evaluate business or individual‘s needs and propose suitable financial products.
3. Engaging with customer to provide insurance and financial consultation.
4. Follow up on the customer's request and policy servicing.
5. Sustain relationship for continuous business opportunities and referrals.
**Requirements**:
Ø Malaysian with minimum SPM with 5 passes.
Ø Fresh graduates are encouraged to apply.
Ø Sales and marketing experience will be an added advantage.
Ø Has own transport.
Ø Good communication skills.
Ø Strong client management and enjoy meeting with people.
Ø Willing to explore beyond your comfort zone.
**About Us**:
U-Need Wealth Planners Sdn. Bhd. is a multi-racial Million Dollar Agency (MDA Direct) since 2015. We are the authorized agency of AIA Berhad & AIA Public Takaful Bhd and we provide a full suite of both conventional & Takaful financial products. We are searching for dedicated and ambitious individuals who have the passion to excel to join our growing family.
**Benefits**:
Ø Monthly Commission
Ø Flexible Working Hours
Ø Quarterly Bonus
Ø Training & Coaching Provided
Ø Free Overseas Trip
Ø Be a UNIT MANAGER in 3 Years
**Schedule**:
Ø Flexible hours
Ø Monday to Friday
**Job Types**: Full-time, Part-time, Permanent
Part-time hours: 1 per week
**Salary**: RM500.00 - RM15,000.00 per month
**Benefits**:
- Flexible schedule
- Opportunities for promotion
- Professional development
- Vision insurance
Supplemental pay types:
- Commission pay
- Performance bonus
Ability to commute/relocate:
- Ipoh: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- Planning: 3 years (preferred)
- Corporate finance: 1 year (preferred)
**Language**:
- Bahasa (preferred)
-
Life Planner-insurance/takaful Agent
6 days ago
Ipoh, Malaysia AIA Public Takaful Full timeIdentify & acquire new customers for financial products. - Analyze financial information obtained from clients to determine strategies to meet clients' financial needs. - Conducting in-depth reviews of the client's financial circumstances, current provision and future aims. - Provide financial products to meet given or negotiated Sales targets. - To provide...
-
Life Planner-insurance/takaful Agent
6 days ago
Ipoh, Malaysia AIA Public Takaful Full timeIdentify & acquire new customers for financial products. - Analyze financial information obtained from clients to determine strategies to meet clients' financial needs. - Conducting in-depth reviews of the client's financial circumstances, current provision and future aims. - Provide financial products to meet given or negotiated Sales targets. - To provide...
-
Life Planner-insurance/takaful Agent
1 day ago
Ipoh, Malaysia AIA Public Takaful Full timeIdentify & acquire new customers for financial products. - Analyze financial information obtained from clients to determine strategies to meet clients' financial needs. - Conducting in-depth reviews of the client's financial circumstances, current provision and future aims. - Provide financial products to meet given or negotiated Sales targets. - To provide...
-
Life Planner-insurance/takaful Agent
2 weeks ago
Ipoh, Malaysia AIA Public Takaful Berhad Full time1) Provide service to clients’ changing insurance needs by selling AIA products and services: life, health, and disability insurance 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist...
-
Life Planner-insurance/takaful Agent
2 weeks ago
Ipoh, Malaysia AIA Public Takaful Berhad Full time1) Provide service to clients’ changing insurance needs by selling AIA products and services: life, health, and disability insurance 2) Create and maintain good rapport with clients by offering good quality services for repeat business and referrals 3) Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist...
-
Aia Takaful Planners
6 days ago
Ipoh, Malaysia U-Need Wealth Planners Sdn Bhd Full timeU-Need Wealth Planners Sdn. Bhd. is a multi-racial team and Million Dollar Agency (MDA Direct Team) for many years. We are the authorized agency of AIA Public Takaful Bhd and we provide a broad range of Takaful financial products and services. We are searching for dedicated and ambitious individuals who have the passion to excel to join our growing family....
-
Perunding Kewangan Takaful
1 week ago
Ipoh, Malaysia U-Need Wealth Planners Sdn Bhd Full timeU-Need Wealth Planners Sdn. Bhd. is a multi-racial team and Million Dollar Agency (MDA Direct Team) for many years. We are the authorized agency of AIA Public Takaful Bhd and we provide a broad range of Takaful financial products and services. We are searching for dedicated and ambitious individuals who have the passion to excel to join our growing family....
-
Elite Life Planner
3 weeks ago
Ipoh, Perak, Malaysia AIA Malaysia Full timeCompany DescriptionAIA Malaysia, a member of the AIA Group, offers a suite of financial solutions including Protection, Health, Personal Accident, Employee Benefits, General Insurance, Mortgage, Retirement and Family Takaful products. With a strong Life Planner force of over 17,000, AIA Malaysia serves 5.2 million customers nationwide. The company aims to...
-
Agen Takaful
2 weeks ago
Ipoh, Malaysia AZAM ACHIEVERS MANAGEMENT Full time**TERKINI: Buat pertama kalinya kerjaya Agen Takaful mendapat gaji bulanan (dan komisen)** AZAM ACHIEVERS MANAGEMENT adalah merupakan agensi yang sah beroperasi di bawah ETIQA Takaful. Dengan pencapaian sebagai Agensi No. 1 di Malaysia selama tiga tahun berturut-turut, kami telah melahirkan ramai agent yang berstatus antarabangsa MDRT dan COT. Dengan...
-
Wealth Consultant/ Manager
1 week ago
Ipoh, Malaysia SHAZAY AND ASSOCIATES Full timeExecutive Summary Shazay & Associates (Shazay) founded in 2012 is among the fastest growing insurance agency representing Prudential Assurance Malaysia Bhd (107655-U) and Prudential BSN Takaful Berhad What really set Shazay apart from its competitors are its people and its rapid growth in the industry both in new business sales and manpower growth What is...