Senior Executive, Business Planning & Initiatives

FWD Takaful Berhad; Kuala Lumpur; On-site; MYR 200,000 - 250,000; Full time

Job summary

A leading company in the insurance sector is seeking a Senior Executive for Business Planning & Initiatives in Kuala Lumpur. The role involves preparing sales reports, analyzing market trends, and supporting sales campaigns. Ideal candidates should have a degree in a relevant field and experience in the insurance industry, alongside strong analytical skills and proficiency in reporting tools like Power BI and Excel.

Qualifications

• 2-3 years experience in insurance/takaful support or sales analytics.
• Exposure to bancassurance is an advantage.
• Familiarity with reporting tools required.

Responsibilities

• Prepare and update sales performance reports and dashboards.
• Assist in analyzing sales trends and market productivity.
• Coordinate sales staff onboarding and track licensing.

Skills

Analytical skills

Numerical skills

Communication skills

Self-starter

Attention to detail

Education

Degree in Business, Finance, Statistics, or Actuarial Science

Tools

Power BI

MS Excel

MS Access

Tableau

Job description

Senior Executive, Business Planning & Initiatives

Prepare and update regular sales performance reports and dashboards for internal teams and external partners.

Assist in analyzing sales trends, market share and productivity metrics to identify growth opportunities and gaps.

Support report development leveraging Power BI, MS Access, Excel and maintenance under Manager’s guidance.

Campaign & Business Support

Provide administrative and operational support in executing sales campaigns and incentive programs.

Track campaign outcomes, prepare reports and assist in post-mortem analysis.

Coordinate communications and materials for sales teams on campaign mechanics and updates.

Sales onboarding & movement

Coordinate sales staff onboarding including tracking of licensing, training (TBE examinations, registration, etc) and system updates.

Maintain sales staff movement records and liaise with internal and external stakeholders to ensure timely data entry (DMS, etc)

Channel Operations & Expense Tracking

Assist in monitoring budget utilization, expense claims, and marketing fund allocations related to partnership activities.

Provide support in compiling payment summaries and tracking payment status with Finance.

System & Process Improvement

Support implementation and testing of system or process enhancements affecting sales reporting, campaign tools, or operational efficiency.

QUALIFICATIONS / EXPERIENCE

Degree or diploma in Business, Finance, Statistics, Actuarial Science or related field.

At least 2-3 years of experience in insurance/takaful support, sales analytics or other business support roles.

Exposure to bancassurance/bancatakaful partnership channels is an advantage.

Familiarity with reporting tools, such as Excel, Powerpoint; experience with Power BI, Tableau is a plus.

KNOWLEDGE & TECHNICAL SKILLS

Good analytical and numerical skills with attention to detail.

Proficiency in Microsoft Excel, Powerpoint, Access

Understanding of sales reporting concepts, campaign mechanics and performance metrics.

Strong verbal and written communication skills to communicate effectively internally and externally.

A self-starter, team player with positive attitude i.e. responsibility, ownership on his / her own tasks and has strong ability to work independently.

Unlock job insights

Salary match Number of applicants Skills match

Your application will include the following questions:

What's your expected monthly basic salary? How many years' experience do you have in the insurance industry?

Insurance & Superannuation 101-1,000 employees

FWD Takaful Berhad is part of FWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD’s customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience.

FWD Takaful Berhad is part of FWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD’s customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience.

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