Perancang Kewangan Takaful/Wealth Planner

LTH Group Asia; Kajang; On-site; MYR 33,000 - 67,000; Full time

Job summary

LTH Group Asia invites applications for a Takaful Consultant / Wealth Planner role in Malaysia. You will assess client needs and tailor takaful and financial planning solutions to build secure futures.

Open to fresh graduates with interest in finance and sales. You will develop client relationships, participate in training, and grow through performance-based opportunities in a supportive environment.

Qualifications

• Open to fresh graduates and individuals building a new career.
• Interest in financial planning, takaful or sales.
• Good communication and interpersonal skills.
• Willingness to learn, receive coaching and improve professionally.
• Career development opportunities in the financial services industry.

Responsibilities

• Provide consultation on takaful and financial planning based on clients' needs.
• Help clients understand the importance of financial protection, savings and future planning.
• Build and maintain strong relationships with clients.
• Conduct marketing activities and develop new prospects.
• Explain and recommend suitable takaful plans according to clients' financial needs.
• Participate in training, coaching and professional development activities.

Skills

Communication

Sales

Customer service

Financial planning

Takaful

Job description

As a Takaful Consultant / Wealth Planner, you will help individuals and families understand their financial protection needs and plan for a more secure financial future. This opportunity is suitable for individuals who are passionate about finance, sales, communication and personal development.

Key responsibilities

• Provide consultation on takaful and financial planning based on clients' needs.
• Help clients understand the importance of financial protection, savings and future planning.
• Build and maintain strong relationships with clients.
• Conduct marketing activities and develop new prospects.
• Explain and recommend suitable takaful plans according to clients' financial needs.
• Participate in training, coaching and professional development activities.

About you

• Open to fresh graduates and individuals looking to build a new career.
• Interest in financial planning, takaful or sales.
• Good communication and interpersonal skills.
• Willingness to learn, receive coaching and improve professionally.
• Positive attitude, self-discipline and customer-oriented mindset.
• Sales or customer service experience is an advantage, but not required.
• Training and guidance in takaful and financial planning.
• Career development opportunities in the financial services industry.
• Performance-based income opportunities.
• Supportive working environment.
• Opportunities to develop communication, marketing and client management skills.

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Your application will include the following questions:

• What's your expected monthly basic salary?
• How many years' experience do you have as a Wealth Planner?
• Which of the following types of qualifications do you have?
• Do you have experience in a sales role?
• How many years' experience do you have as a Takaful Advisor?

Prudential Assurance Malaysia is currently looking for full time job and seek for career opportunity. We are offering Management Trainee positions to all Malaysian from various background and fresh graduate are allowed to join us.

LTH Group Asia Sdn Bhd is a financial & legal agency providing financial advice such as insurance, asset investment, litigation and asset distribution and was established in 1998. We are currently looking for someone that are highly motivated, confident and have the spirits to be successful in life.

Prudential Assurance Malaysia is currently looking for full time job and seek for career opportunity. We are offering Management Trainee positions to all Malaysian from various background and fresh graduate are allowed to join us.

LTH Group Asia Sdn Bhd is a financial & legal agency providing financial advice such as insurance, asset investment, litigation and asset distribution and was established in 1998. We are currently looking for someone that are highly motivated, confident and have the spirits to be successful in life.