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Mortgage and Takaful Sales Planner

Power Wealth Consultancy Sdn Bhd
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RM 2000 - RM 9000

Petaling Jaya

Full-Time

Job Description

  • Prospecting, acquiring new and review existing clients by becoming a trusted adviser to them. Regularly reviewing to identify cross selling opportunities and embed client loyalty by meeting / fulfilling all their needs. 
  • Responsible for achieving individual and agency targets by selling the principle Takaful Family product and services to achieve the overall sales targets
  • Proactively and consistently analysis / reviewing customers need using needs based selling approach to offer various financial solutions and build strong customer relationship to retain and grow the customers wealth based on 4 pillars of financial planning 
  • Ensuring the constant update to customers on Takaful new principle products and services to fulfill customer needs 

Benefits & Reward
  • Monthly Cash Incentives Bonus from RM 2,000 to RM 9,000
  • Lucrative Commission Earning (6 years commission for each case) 
  • Company & Agency Incentive Trip
  • Full on-boarding Training & Support
  • Friendly working environment
  • Leader support
  • Promotion to becomes Leader


Job Requirements

  • A recognized Diploma / Degree qualification
  • Age in between 21 to 35 years old
  • Minimum of one (1) years proven and progressive financial services and / or retail sales experience or equivalent.
  • Communication, client focus and influencing skills.
  • Able to communicate well in Malay & English. 
  • Only Malaysian citizens are encouraged to apply.
  • Aggressive and Committed 




Additional Info

Company Activity

Last active - 1 week ago

Experience Level

0 - 7 Years of Experience

Job Specialisation

Business Development, General Sales, Key Account / Relationship Management


Company Profile

Power Wealth Consultancy Sdn Bhd-logo-image

Power Wealth Consultancy Sdn Bhd

Power Wealth Consultancy is an accredited agency of AIA Bhd / AIA Public Takaful Bhd. We've been in this financial planning industry for about 20 years, we corporates since 2002 with the vision "to be the preferred choice of Life Planners and Customers in Malaysia". Our core business is Insurance & Takaful, Investment & Estate Planning, Mortgage and SME Lending advisory, General Motor & Non-Motor Insurance also. We make it the financial solution in an innovative way to customers. This modernism has led us to continuously be rewarded with LIFETIME MDRT Awards (Million Dollar Round Table) and Star MDA (Million Dollar Agency). We are proud to be part of AIA that strive us to the higher achievement. 

We are the established group of Life and Takaful Planner who have a vision of helping every MALAYSIAN to live a healthier, longer and better lives. This has made our Life / Takaful Planners to always provide a close-fitting solution to customers. We are always improving ourselves to think wisely in order to handle challenges in becoming a better version of ourselves everyday. Improvement and continuous learning will always be the healthy growth for us and thus, "Work-Life Balance" is one of our priorities. 
Why Join Us: 
  • To groom for Young Entrepreneurs which is YOU 
  • Build Own Business Career  
  • Attractive Monthly Cash Bonus
  • Annual Overseas Trip
  • Opportunity for internal growth 
  • Class A Office Environment (Encouraging & Friendly Environment)
  • Promote to be a Future Leader 

We Learn, We Grow and To Be Better 

company-logo-image

Mortgage and Takaful Sales Planner

Power Wealth Consultancy Sdn Bhd

RM 2000 - RM 9000

Petaling Jaya

Full-Time

This job is no longer available