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Personal Financial Sales Executive

Sales and marketing
Full-time
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Kajang & Wangsa Maju KL, Selangor

About The Job

  •  Make calls to existing, new and potential clients.
  •  Collaborate with other team members to conduct marketing activities.
  •  Assisting clients in revising & reviewing their financial profiles.
  •  Make calls and follow up clients up to 12times.
  •  Competent in maintaining good relationships with clients.

Job Requirements

  • Min SPM qualification, preferably Diploma & above.
  • Excellent in Bahasa Malaysia & English.
  • Candidates should have an entrepreneurial mindset, eager to meet people, smart in convincing customers how to protect, collect, preserve, and distribute their wealth accordingly.
  • Can work in groups, proactive & also capable of working independently.
  • Friendly, trustworthy, respectful, professional, creative, energetic, highly motivated, persistent & consistent.
  • Teachable & ready to learn about finance and marketing.
  • Commit to the tasks and targets given.

Our Culture

OUR CORE BUSINESS


 Prudential BSN Takaful.

Established in 2006 through the license awarded by the Central Bank of Malaysia, PruBSN today is the country’s leading takaful operator who provides financial security to the Malaysian population and their families. Such rapid growth is a direct result of our customer-centric approach, multi distribution channel strategy, innovative solutions & technology leadership.

Driving on our ‘Takaful for All.For Life” proposition, we strive to build a strong and lasting impact to help develop Malaysia through protection of wealth and investment in capital markets, while realising our vision of being the first choice takaful provider for our people and communities.
 
 
 As-Salihin.

Established in 2004 to meet the crying need of the ordinary Muslim to preserve, protect and distribute his hard-earned assets for the benefit of his loved ones once he departs for the hereafter. The avowed aim of as as-Salihin, is to provide all its services, relative to estate planning, in a manner based strictly on the Sya’riah as as-Salihin was the first trustee company in Malaysia which focus in Islamic Estate Planning.

Products and Services offered are as Wasiat, Executorship & Estate Administration, Administration of Intestate Estate, Trust, Harta Sepencarian Declaration, Pri-Hibah, Pri-NIaga, Waqf, Guardianship, Pri-Warisan & Pri-Emas.
 

WHO WE ARE

Established in July 2010, HudaHakim&Partners is a joint venture among a group agent led by a Million Dollar Agency Manager named Huda Binti Abdul Hakim who has experiences almost of Ten (10) years in the Financial/Wealth/Insurance Industry.
 
 Huda binti Abdul Hakim graduated with Bachelor Science Degree (Hons) in Pharmacy from University Kebangsaan Malaysia (UKM) in 2002. She opted to join this industry in 2007 with one of the local insurance company. She then enrolled in IFP (Islamic Financial Planner) in 2008 & CQIF (Certified Qualification in Islamic Finance) in 2013 program under Islamic Banking Finance Institute Malaysia/Financial Planning Association Malaysia (IBFIM/FPAM). And also licenced as Islamic Estate Planner (IEP) under As-Salihin Trustee in 2016.
 
 
For the past 5 years, the Agency has been a leader in offering Islamic Financial Services under the purview of Prudential BSN Takaful Berhad & As-Salihin Trustee Berhad. Since inception, HudaHakim&Partners has contributed significantly to the growth of PruBSN and currently ranks among top 3 agencies in the company.
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