Takaful / Insurance Wealth Planner

5 days ago

Kuala Lumpur, Malaysia khalifah group Full time

Khalifah Group was established in January 2009. The idea to form the organisation started when the Founder, Tuan Hj Bain, was promoted to Agency Manager with the promotion of 2 Unit Managers. In the beginning, the vision was to develop many leaders in Prudential, and the name "Khalifah Group" was chosen. Khalifah means Leader of its kind. In 2010, Khalifah Group set up an idea to develop Leaders by promoting the "Formula Triple 3", which is to develop agents to become Unit Managers in 3 years' time and promote them to Agency Manager in another 3 years. This idea was successfully implemented, and many professionals were recruited. Currently, Khalifah Group has 8 branches, which are located at Alor Setar, Seberang Jaya, Taiping, Ipoh, Damansara Intan (HQ), Putrajaya, Bangi, and Johor Bharu. Khalifah Group already created its own branding in Prudential Malaysia as the largest and most productive agency force. By 2024, Khalifah Group already developed 50 Leaders and more than 600 agents in Malaysia. This journey continues with our BIG VISION to Develop another 100 Leaders by the year 2030. Skills: Able to communicate in Bahasa Malaysia and English is a must Good IT knowledge, Words Doc and Excel is an added value Ability to work in a team environment Good interpersonal skills Job Scope: Sales and Marketing Recruiting new team members Conduct career talks in universities, colleges, and associations. Attend daily training through Zoom platform at 8 am Comply with sales target and give full commitment to all company's meetings Education: Preferable with Diploma or Degree in Actuarial Science, Insurance & Takaful, Finance, Banking, Marketing & Sales will be an advantage Working experience in sales and marketing as an added value **Job Types**: Full-time, Part-time, Permanent, Freelance, Fresh graduate Pay: RM3,000.00 - RM10,000.00 per month **Benefits**: Flexible schedule Opportunities for promotion Professional development Supplemental Pay: Commission pay Performance bonus Yearly bonus Ability to commute/relocate: Putrajaya: Reliably commute or planning to relocate before starting work (preferred) **Education**: Diploma/Advanced Diploma (preferred) **Language**: Bahasa Malaysia & English (preferred) License/Certification: PCE / CEILLI / TBE Certificate (preferred) **Job Types**: Full-time, Part-time, Permanent, Contract, Freelance, Internship, Fresh graduate Contract length: 12 months Pay: RM3,000.00 - RM10,000.00 per month **Benefits**: Health insurance Opportunities for promotion Professional development Vision insurance Schedule: Day shift Fixed shift Monday to Friday Supplemental Pay: Commission pay Performance bonus Retention bonus Yearly bonus Work Location: In person **Job Types**: Full-time, Part-time, Fresh graduate Pay: RM3,000.00 - RM10,000.00 per month **Benefits**: - Company car - Health insurance - Opportunities for promotion - Professional development - Vision insurance Work Location: In person

  • Takaful Planner/specialist

    2 weeks ago

    Kuala Lumpur, Malaysia HR Wealth Advisory Full time

    **Takaful Planner (Full-Time / Part-Time / Career Switcher Friendly)** **1. JOB DESCRIPTION**: We are looking for motivated individuals to join our team as Takaful Planners. Your role will involve providing Shariah-compliant financial protection solutions to clients (individuals and businesses). We offer a monthly allowance (RM1,500-RM3,500), commissions,...

  • HRbp - General (Insurance & Takaful)

    2 weeks ago

    Kuala Lumpur, Malaysia Zurich Insurance Full time

    **Position Overview** **Key Responsibilities** - Strategic HR Partnership: Collaborate with senior leadership and department heads to develop and implement HR strategies that support the objectives of the General Insurance and Takaful business lines. - Employee Relations: Foster a positive work environment by addressing employee concerns, mediating...

  • Estate Planner

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia MWMC Wealth Planners Full time

    Company DescriptionMWMC Wealth Planners specializes in comprehensive wealth planning services, including insurance solutions, will writing, and unit trust fund management, to help clients achieve financial security and long-term growth. With a vision to become one of Malaysia's leading financial advisory firms, MWMC is dedicated to guiding individuals and...

  • Aia Takaful Consultant

    5 days ago

    Kuala Lumpur, Malaysia AIA Public Takaful Full time

    AIA Takaful Malaysia We are now hiring new AIA Takaful Consultant at Klang Valley & Melaka. Post : AIA Takaful Consultant Branch : Capsquare Kuala Lumpur Commission : RM3,500 to RM15,000 onward (100% commission-based; no basic salary but unlimited earning potential) JOB SCOPE: - Giving consultantion for their total health & wealth solution. - Help provide...

  • Islamic Wealth Planner

    2 weeks ago

    Kuala Lumpur, Malaysia HR Wealth Advisory Full time

    **Are you ready to be part of something extraordinary?** We are actively seeking motivated individuals like you to join our dynamic team and achieve success together! **It's not too late to change your career.** This exciting role involves advisory design and consultative fulfillments of bespoke client needs. **Introducing the Reinventing Career Program.**...

  • Sales Leader Takaful

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Koperasi Kakitangan Kumpulan BIMB Holdings Malaysia Berhad (KOBIMBING) Full time

     Main Responsibilities: Lead & mentor the takaful sales team to achieve sales targets Develop marketing strategies & client management plans Build networks with partners to reach sales goals Expand the existing client base and create new opportunities Candidate Criteria: Minimum 2-3 years of experience in the takaful/insurance/banking/wealth management...

  • Wealth Advisor

    7 days ago

    Kuala Lumpur, Malaysia Bank Simpanan Nasional (BSN) Full time

    **Responsibilities**: - To carry out sales activities to increase sales revenue of wealth management products. - To build relationship with existing customer focusing the Wealth Management products and also nurturing relationship with new customers. - Perform sales and marketing focusing on wealth management products such as unit trust, takaful/ insurance...

  • Takaful Advisor Specialist

    3 days ago

    Kuala Lumpur, Malaysia Aia Public Takaful Full time

    KL Izzgroup Irich is a dynamic and growing insurance agency committed to providing exceptional service and takaful insurance solutions to our clients. As a growing ace in the industry, we are seeking a motivated and results-driven individual to join our team as an Insurance Sales and Marketing Specialist. **Responsibilities**: Prospect and generate new...

  • Manager, Wealth Management-i

    2 days ago

    Kuala Lumpur, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us Functional _(job responsibilities)_ Wealth Management-i - Undertake project development, implementation and deployment of key initiatives for comprehensive product suite encompassing the 5 pillars of Islamic Wealth Management. - Primary focus would be the engagement with the...

  • Executive Motor Recoveries

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Etiqa Insurance and Takaful Full time

    Job ResponsibilitiesYou will be accountable to process, initiate and collect KFK Recovery claims from a Third Party Claimant Takaful Operator upon full settlement of the third-party claims using the automated KFK Portal in Merimen system for the purpose of achieving maximum recovery collection, minimizing the provision of bad debts and reducing...