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Takaful Wealth Planner
Muqmeen Group Radia AgencyShah Alam, Selangor, Malaysia22 hari lalu
Penerangan pekerjaanMake outbound calls to potential clients to expand the customer base. Explain and promote the features and benefits of various takaful certificates. Analyze clients' existing takaful coverage and recommend improvements or adjustments. Customize takaful plans to meet individual client needs and financial situations. Manage certificates renewals , ensuring timely updates and continued coverage. Maintain accurate records , both electronic and paper-based, for all client interactions and transactions. Assist clients with claims , ensuring a smooth and supportive claims process. Attractive Start Up Allowance for Full-Time Agents : RM2,000 - RM5,000 monthly Commissions Paid for Up to 6 Years per client Performance-Based Bonuses - 2 times a year Opportunity to Travel for Free (local and international incentives) Structured and Supportive Working Culture with ongoing training and mentorship Training Provided Performance Bonus Company Trip
Requirements
- Languages Required : Proficient in Bahasa Malaysia and English (both written and spoken).
- Minimum Education : Diploma or higher in any field.
- Experience : Fresh graduates are encouraged to apply .
- Background or knowledge in sales , marketing , or finance is an added advantage.
- Personal Traits : Enjoys meeting new people and is eager to learn .
- A quick thinker with a generous and empathetic attitude.
- Able to understand and relate to clients’ needs and perspectives.
Responsibilities
Benefits
Additional Benefits
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Wealth Planner Planner • Shah Alam, Selangor, Malaysia