LIFE PLANNER

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

Company Description AIA Public Takaful is a leading provider of Shariah-compliant protection and savings solutions, serving a diverse range of individuals, families, and businesses. The company focuses on helping customers plan for long-term financial security and wellbeing through innovative takaful products and personalized advisory services. AIA Public Takaful emphasizes ethical practices, transparency, and customer-centric service in all interactions. Team members benefit from structured training, performance-based growth opportunities, and a supportive environment that encourages professional development.

Role Description The LIFE PLANNER role is a full-time position based in Putrajaya with a hybrid work arrangement, allowing some work from home flexibility. In this role, the LIFE PLANNER advises customers on suitable takaful and insurance solutions, helping them plan for life events, financial protection, and long-term goals. Day-to-day responsibilities include meeting prospective and existing clients, conducting needs analysis, presenting product options, and following up to ensure a positive customer experience. The LIFE PLANNER also engages in sales and marketing activities, such as networking, attending events, and leveraging digital channels to build and maintain a client portfolio. The role involves maintaining accurate records, adhering to regulatory and Shariah requirements, and collaborating with internal teams to support customer service and policy administration.

Qualifications

• Candidates should possess skills in Insurance and General Insurance to understand protection products, coverage options, and policy structures.
• Candidates should possess skills in Sales to identify prospects, conduct consultations, close deals, and build long-term client relationships.
• Candidates should possess skills in Marketing to promote services, develop customer outreach strategies, and use digital and traditional channels effectively.
• Strong communication and interpersonal skills, with the ability to explain financial concepts clearly and build trust with diverse clients.
• Goal-oriented mindset with resilience, self-motivation, and the ability to work both independently and as part of a team.
• Basic proficiency in office productivity tools and digital platforms; experience in financial services or insurance is an advantage.
• Relevant academic background (e.g., business, finance, marketing, or related fields) is beneficial; licensing or certification in insurance or takaful will be an added advantage.