Life Planner

This job is available on Monday, Tuesday, Wednesday, Thursday, Friday, Flexible Hour



CompanyAIA Public Takaful Bhd – Sinergi Dinamik Associate
Job StateSelangor
Working LocationNo Specific Location
Job FunctionSales - Financial Service - Insurance / Unit Trust / etc
Job IndustryInsurance
This company is willing to hireSingle Parent

Job Description


  • Develop marketing strategies and promote all types of new insurance/takaful contract or suggest addition/charges to existing ones.
  • Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria.
  • Breed productive clients from various sources by networking, cold calling, using referral.
  • Work with clients to deliver risk management strategies that fit their profiles.
  • Monitor insurance claims to ensure mutual satisfaction.
  • Constantly update job knowledge and lean about new products and service.
  • Fulfill all policy requirements


  • Malaysian only.
  • Diploma and above (SPM: 3 years working experience).
  • Required languages: Bahasa Malaysia and English.
  • At least 2-3 years of working experience in the related field is required for this position.
  • Experience in banking, insurance, unit trust and sales be an added advantage.
  • Required skill (s): Finance, Financial planning, marketing, sales, sales management, communication skill, customer service, customer relationship management (CRM), personal service, promotion, consultation skill.
  • Must possess own transport.
  • Full time only


  • Monthly allowance : RM 3000-RM 5000
  • Commission
  • Complete with training and guidance
  • Quarterly bonus
  • Quarterly contest
  • Company incentive

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Job State
Job Function
Job Industry
This company is willing to hire