Wealth Planner

Muqmeen Group Radia


Date: 1 day ago
City: Shah Alam
Salary: MYR 3,500 - MYR 6,500 per month
Contract type: Full time
Job Responsibility

  • Make 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.

Job 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 clientsâ needs and perspectives.

Job Benefits

  • 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

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