Job Summary:
A Takaful Wealth Planner provides Shariah-compliant financial planning and protection solutions to individuals and families. The role focuses on helping clients achieve financial security through ethical and sustainable means, using Takaful (Islamic insurance) products. This includes identifying financial goals, offering suitable takaful plans, and building long-term client relationships.
Key Responsibilities:
- Identify and approach potential clients to promote and sell Takaful products (e.g. family takaful, education plans, retirement solutions, investment-linked takaful).
- Conduct financial needs analysis to understand clients' current situation, risk appetite, and long-term financial goals.
- Develop personalized financial strategies based on Takaful principles and recommend appropriate solutions.
- Deliver excellent after-sales service and maintain strong relationships with clients.
- Stay updated with market trends, Takaful regulations, and product knowledge.
- Participate in agency meetings, training, and professional development programs.
- Adhere strictly to Shariah guidelines and company compliance standards.
- Achieve or exceed sales targets and contribute to agency growth.
Qualifications:
- Minimum SPM (Malaysian Certificate of Education) or equivalent; diploma or degree in finance, business, or related fields is an advantage.
- Takaful Basic Examination (TBE) certification (or willingness to obtain it).
- Strong interest in Islamic finance and ethical financial services.
- Excellent interpersonal and communication skills.
- Self-motivated, target-oriented, and able to work independently or in teams.
- Fresh graduates or career changers are welcome; training and mentorship provided.
Benefits:
- Attractive commission scheme + performance bonuses.
- Flexible working hours and potential for remote work.
- Career advancement opportunities (e.g., to unit manager or agency leader).
- Comprehensive training and personal development support.
- Recognition and incentive trips (local and international).
- Opportunity to make a meaningful impact in clients' lives through ethical financial planning.
Job Type: Full-time
Pay: RM1,800.00 - RM10,170.46 per month
Benefits:
- Flexible schedule
- Opportunities for promotion
- Parental leave
- Professional development
Schedule:
- Monday to Friday
- On call
- Weekend jobs
Supplemental Pay:
- Commission pay
- Performance bonus
Work Location: In person
Expected Start Date: 06/15/2025
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