Takaful Sales & Financial Planning Advisor

Affin Pheim; Kuching; On-site; MYR 55,000 - 75,000; Full time

Job summary

Affin Bank is seeking a Bancatakaful Specialist in Kuching to promote STMKB Advisory Takaful products and drive sales activity. You will build strong customer relationships and provide professional financial guidance while meeting regulatory requirements.

The role requires strong communication and interpersonal skills, a team-oriented mindset, and willingness to travel as needed. A service-driven approach and ability to work independently are essential.

Qualifications

• Certified with Takaful Basic Examination (TBE) for Family Takaful is an added advantage.
• Bachelor's degree in Finance/Banking Insurance with sales/insurance knowledge preferred.

Responsibilities

• Promote STMKB Advisory Takaful products to Affin customers and perform sales activities.
• Drive personal Advisory Takaful production and plan targets.
• Build long-term profitable relationships with customers with professional service.
• Refer potential customers to relevant parties and ensure targets are met.
• Perform KYC/CDD for financial transactions and ensure compliance.
• Generate leads from walk-ins, bank events, and personal contacts.
• Participate in bank sales and promotional activities.
• Ensure services comply with policies and regulations.

Skills

Sales skills

Customer service

Communication skills

Team player

Self-motivated

Interpersonal skills

Presentation skills

Willing to travel

Adaptability

Education

Bachelor's degree in Finance/Banking Insurance

Tools

MS Office

Job description

Affin Bank is seeking a Bancatakaful Specialist in Kuching to promote STMKB Advisory Takaful products and drive sales activity. You will build strong customer relationships and provide professional financial guidance while meeting regulatory requirements.

The role requires strong communication and interpersonal skills, a team-oriented mindset, and willingness to travel as needed. A service-driven approach and ability to work independently are essential.