Hybrid Life Planner: Takaful Solutions & Client Growth

Aia Public Takaful; Kuala Lumpur; Hybrid; MYR 47,000 - 69,000; Full time

Job summary

AIA Public Takaful in Kuala Lumpur seeks a Life Planner to meet clients, assess protection needs, and recommend Takaful and insurance plans. The role combines client advisory duties with active sales activities and ongoing service commitments in a hybrid work setting.

You will conduct needs analyses, prepare proposals, and manage applications, renewals, and claims support while pursuing defined sales and service targets.

Qualifications

• Strong knowledge of Insurance and Takaful to advise clients on suitable protection and plans.
• Proven sales skills including prospecting, negotiation, and closing to meet targets.
• Marketing capabilities to support client acquisition and outreach activities.
• Excellent communication and interpersonal skills to explain concepts clearly and build trust.
• Hybrid work environment adaptability and self-motivation.

Responsibilities

• Meet with clients to understand protection needs and explain Takaful/insurance solutions.
• Prepare proposals and manage policy applications and renewals.
• Maintain long-term client relationships and provide ongoing service and claims support.
• Participate in sales activities such as roadshows and webinars; collaborate with team and training sessions.

Skills

Insurance knowledge

Sales skills

Marketing skills

Communication

Hybrid work adaptability

CRM proficiency

Education

Diploma or Bachelor’s degree

Job description

AIA Public Takaful in Kuala Lumpur seeks a Life Planner to meet clients, assess protection needs, and recommend Takaful and insurance plans. The role combines client advisory duties with active sales activities and ongoing service commitments in a hybrid work setting.

You will conduct needs analyses, prepare proposals, and manage applications, renewals, and claims support while pursuing defined sales and service targets.