Islamic Wealth Planner

22 hours ago


Kota Kinabalu, Sabah, Malaysia YUSNAN BIN SALIKIN Full time

Job Responsibilities:

  • To develop marketing strategies and promote and servicing all types of takaful contracts or review to existing plan client from Prudential BSN Takaful Syariah products.
  • To evaluate business or individual customers' need and financial status and propose financial solution that meet their criteria
  • To monitor and maintain bookkeeping systems, database, record and all client contribution statement
  • To fulfill all policy requirement for the new business, amendment and policy servicing.

Requirements:

  • Candidate must possess at least a Higher Secondary/STPM/"A" Level/Pre-U, Diploma, Advanced/Higher/Graduate Diploma, any field.
  • Required language(s): Bahasa Malaysia & English
  • At least 2 year(s) of working experience in the related field is required for this position.
  • Preferably experience executives specializing in Sales - Financial Services (Takaful, Insurance, etc.) or equivalent.
  • Full-Time/ Part Time position(s) available
  • Ability to work smart, work hard, work independently, dream big to become MDRT, Agency Manager / Owner of the Agency
  • Proven ability to work with own clear goals and vision
  • Willing to learn and become success entrepreneurships.
  • Demonstrated ability to communicate, present, influence and sell effectively
  • Only Malaysian Nationality
  • We welcome application from nationwide
  • We welcome executive islamic finance and takaful and any professional background

Benefits:

  • Financial support scheme
  • Basic salary is provided as stated in EDP
  • EDP Entrepreneur Development Programme RM(2k-5k) monthly starting base on previous income

  • 6 year Multiple Commission & 3 year Incentive Bonus goes up to 6 figure income

  • Career progression to Unit Manager and Agency Manager based on performance.
  • Yearly recognition Awards NAAPN
  • Premier overseas incentives trip
  • Retirement Gratuity Benefit to the Agent and Agency Manager.
  • Legacy of business, income, position will be beneficiary continue to Family Members.
  • Free training program and coaching provided across 28 branches in Malaysia

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