Takaful Financial Executive

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

• Promote and sell Takaful Advisory products to potential and existing customers.


• Utilize data mining, cold calling, and other engagement techniques to raise awareness about the importance of Takaful.


• Conduct thorough customer fact-finding to recommend suitable Takaful products tailored to individual needs.


• Provide expert financial planning advice and perform related service functions, including sales visits, prospecting, and early engagement to generate leads.


• Proactively seek out new client through networking and develop a robust pipeline of prospective customers.


• Deliver regular briefings to branch staff on Family Takaful products to ensure high awareness and understanding.

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• Which of the following statements best describes your right to work in Malaysia?


• What's your expected monthly basic salary?


• Which of the following types of qualifications do you have?


• How many years' experience do you have as a Financial Executive?


• Do you have experience in a sales role?


• Do you have a Takaful Basic Examination Certification?


• How many years' experience do you have as a Takaful Agent?

At Agrobank, our mission is to provide a holistic range of financial services and banking facilities with a focus on the agricultural sector.We dedicate our priority to the needs of our customers by providing attractive products and services such as savings activities, banking services, takaful, financing and advisory services.

Agrobank is a continuity of the former Bank Pertanian Malaysia which has 40 years of experience in agricultural banking and an excellent track record in shaping and developing successful entrepreneurs. With a wide network of branches throughout Malaysia, we are confident of providing the best services to all.

Agrobank is a Government-owned Bank under the Minister of Finance Incorporated (MFI). The bank’s financing of the agricultural sector is driven by a policy set forth by the Ministry of Agriculture and Agro-Based Industry (MOA). Agrobank today operates through 190 branches throughout Malaysia, and employs over 3,400 employees.