Hybrid Life Planner for Takaful & Financial Planning

Aia Public Takaful; Putrajaya; Hybrid; MYR 60,000 - 90,000; Full time

Job summary

AIA Public Takaful in Putrajaya seeks a Life Planner to provide takaful and insurance guidance to clients, planning for life events and long-term financial protection. The role includes meeting clients, analyzing needs, presenting options, and building a sustainable client portfolio.

The position emphasizes sales and marketing through networking, events, and digital channels, with records kept in compliance with regulatory and Shariah requirements and collaboration with internal teams for

Qualifications

• Understand protection products and takaful policy structures.
• Identify prospects, conduct consultations, and close deals.
• Promote services through digital and traditional channels.
• Explain financial concepts clearly and build client trust.
• Work independently and in a team toward goals.
• Comfort with basic office productivity tools.
• Background in business/finance/marketing preferred; licensing a plus.

Responsibilities

• Meet prospective and existing clients to assess needs.
• Conduct needs analysis and present suitable takaful/insurance options.
• Follow up to ensure a positive customer experience and outcomes.
• Engage in sales and marketing activities to build a client portfolio.
• Network, attend events, and leverage digital channels for outreach.
• Maintain accurate records and adhere to regulatory and Shariah rules.
• Collaborate with internal teams to support service and policy administration.

Skills

Insurance knowledge

Sales

Marketing

Communication

Interpersonal skills

Job description

AIA Public Takaful in Putrajaya seeks a Life Planner to provide takaful and insurance guidance to clients, planning for life events and long-term financial protection. The role includes meeting clients, analyzing needs, presenting options, and building a sustainable client portfolio.

The position emphasizes sales and marketing through networking, events, and digital channels, with records kept in compliance with regulatory and Shariah requirements and collaboration with internal teams for