Takaful Advisory Executive — Growth & Client Solutions

Bank Pertanian Malaysia Berhad (Agrobank); Kuala Lumpur; On-site; MYR 56,000 - 89,000; Full time

Job summary

Agrobank is seeking a proactive Financial Executive to promote and sell Takaful Advisory products to both prospective and existing customers in Kuala Lumpur. You will leverage data mining, cold calling, and engagement techniques to raise awareness about the importance of Takaful and tailor recommendations to individual needs.

Responsibilities include providing expert financial planning guidance, conducting sales visits, prospecting, generating leads, and building a robust pipeline of clients

Responsibilities

• Promote and sell Takaful Advisory products to customers.
• Use data mining, cold calling, and engagement techniques to raise awareness about Takaful.
• Conduct thorough customer fact-finding to tailor Takaful recommendations.
• Provide expert financial planning advice, including sales visits and prospecting to generate leads.
• Proactively seek out new clients through networking and develop a robust pipeline of prospective customers.
• Deliver regular briefings to branch staff on Family Takaful products.

Job description

Agrobank is seeking a proactive Financial Executive to promote and sell Takaful Advisory products to both prospective and existing customers in Kuala Lumpur. You will leverage data mining, cold calling, and engagement techniques to raise awareness about the importance of Takaful and tailor recommendations to individual needs.

Responsibilities include providing expert financial planning guidance, conducting sales visits, prospecting, generating leads, and building a robust pipeline of clients