Takaful Financial Executive

Kuala Lumpur, Malaysia

Job Description


DescriptionJob description:
Financial Perspective
\xc2\xb7 To achieve family takaful sales and referral targets
Customer Perspective
\xc2\xb7 Customer satisfaction index on the Wealth products, sales and services provided by the Bank
Environment & Community Perspective
\xc2\xb7 Ensuring the Bank\'s mandated customer base and retail customers receive sound Takaful protection across life stages and generations.
Strategic & Operational Perspective
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.
Administrative
- Perform filing, record keeping, prepare sales reporting.
- Follow up on pending cases report, reconciliation, policy issuance, claims submission and claims monitoring.
- Attend meeting, seminars, training, and programs arrange by the Bank and Takaful Operators.
- Track and meet Continuous Professional Development (CPD) hours requirement.Qualifications
Education:
\xc2\xb7 At least a Diploma holder in any related fields (preferably Business Administration, Sales etc.)Experience:
\xc2\xb7 Fresh Graduates are encouraged to apply.
\xc2\xb7 Working experience in Insurance / Takaful sales will be an added advantage.
\xc2\xb7 Sales driven and strong customer orientation with excellent communication, interpersonal and presentation skill.
\xc2\xb7 Must be a team player, energetic and result oriented with a desire to achieve excellent service.
\xc2\xb7 Self-motivated and able to work independently with minimum supervision.
\xc2\xb7Positive attitude and adaptable to change in working environment.
\xc2\xb7Willing to travel.
CompanyAgrobank is a continuity of the former Bank Pertanian Malaysia which has 48 years of experience in agricultural banking and an excellent track record in shaping and developing successful entrepreneurs.Effective 1 July 2015, Agrobank officially became a full-fledged Islamic bank. The transition to the Islamic banking system is seen as a positive development, based on the rapid growth of the Islamic banking sector in the country. With the transition, Agrobank is now able to provide Islamic banking products and services to fulfil the requirements of the halal food industry.With a wide network of branches throughout Malaysia, Agrobank is confident in providing the best services to all. Agrobank today operates through 185 branches and 652 AGROAgents throughout Malaysia, and employs over 3,400 employees.Company profileAgrobank3.8\xc2\xb7Banking & Financial Services1,001-5,000 employeesAt Agrobank, our mission is to provide a holistic range of financial services and banking facilities with a focus on the agricultural sector.We dedicate our priority to the needs of our customers by providing attractive products and services such as savings activities, banking services, takaful, financing and advisory services.Agrobank is a continuity of the former Bank Pertanian Malaysia which has 40 years of experience in agricultural banking and an excellent track record in shaping and developing successful entrepreneurs. With a wide network of branches throughout Malaysia, we are confident of providing the best services to all.Agrobank is a Government-owned Bank under the Minister of Finance Incorporated (MFI). The bank\'s financing of the agricultural sector is driven by a policy set forth by the Ministry of Agriculture and Agro-Based Industry (MOA). Agrobank today operates through 190 branches throughout Malaysia, and employs over 3,400 employees.At Agrobank, our mission is to provide a holistic range of financial services and banking facilities with a focus on the agricultural sector.We dedicate our priority to the needs of our customers by providing attractive products and services such as savings activities, banking services, takaful, financing and advisory services.Agrobank is a continuity of the former Bank Pertanian Malaysia which has 40 years of experience in agricultural banking and an excellent track record in shaping and developing successful entrepreneurs. With a wide network of branches throughout Malaysia, we are confident of providing the best services to all.Agrobank is a Government-owned Bank under the Minister of Finance Incorporated (MFI). The bank\'s financing of the agricultural sector is driven by a policy set forth by the Ministry of Agriculture and Agro-Based Industry (MOA). Agrobank today operates through 190 branches throughout Malaysia, and employs over 3,400 employees.Perks and benefitsMedicalLoansDentalSports (e.g. Gym)Company informationRegistration No.811810U

Agrobank

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Job Detail

  • Job Id
    JD1050530
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Kuala Lumpur, Malaysia
  • Education
    Not mentioned