Takaful Financial Executive (Sales)

Financial Perspective

• To achieve family takaful sales and referral targets
  • Customer satisfaction index on the Wealth products, sales and services provided by the Bank.

Customer Perspective

Environment & Community Perspective

• Ensuring the Bank’s mandated customer base and retail customers receive sound Takaful protection across life stages and generations.

Sales

• Perform data mining, cold calling, and other techniques to engage customers to create awareness on the importance of Takaful, perform customer fact finding and recommend suitable Takaful products.
• Perform periodic review of existing and new customer’s Takaful plans and recommend enhancement where appropriate.
• Consistently seek out new clientele through networking and generate list of prospective customers.
• Provides advice on financial planning and perform other service function (i.e, carry out sales visits, prospecting, and early engagements to generate leads)
• Perform regular briefings to branch staff for all Family Takaful products to ensure high awareness on Family Takaful.
• Perform seminar selling / presentation at events.
• Perform lead generation for other Consumer Banking related products.

Qualifications

Education:

• At least a Diploma holder in any related fields (preferably Business Administration, Sales etc.)

Experience:

• Fresh Graduates are encouraged to apply.
• Working experience in Insurance / Takaful sales will be an added advantage.
• Sales driven and strong customer orientation with excellent communication, interpersonal and presentation skill.
• Must be a team player, energetic and result oriented with a desire to achieve excellent service.
• Self-motivated and able to work independently with minimum supervision.
• Positive attitude and adaptable to change in working environment.
• Willing to travel.
• Malaysian citizen only