LIFE PLANNER

Company Description AIA Public Takaful is a leading provider of Shariah-compliant protection and savings solutions, serving a diverse range of individuals, families, and businesses. The company focuses on helping customers plan for long-term financial security and wellbeing through innovative takaful products and personalized advisory services. AIA Public Takaful emphasizes ethical practices, transparency, and customer-centric service in all interactions. Team members benefit from structured training, performance-based growth opportunities, and a supportive environment that encourages professional development.

Role Description The LIFE PLANNER role is a full-time position based in Putrajaya with a hybrid work arrangement, allowing some work from home flexibility. In this role, the LIFE PLANNER advises customers on suitable takaful and insurance solutions, helping them plan for life events, financial protection, and long-term goals. Day-to-day responsibilities include meeting prospective and existing clients, conducting needs analysis, presenting product options, and following up to ensure a positive customer experience. The LIFE PLANNER also engages in sales and marketing activities, such as networking, attending events, and leveraging digital channels to build and maintain a client portfolio. The role involves maintaining accurate records, adhering to regulatory and Shariah requirements, and collaborating with internal teams to support customer service and policy administration.

Qualifications

• Candidates should possess skills in Insurance and General Insurance to understand protection products, coverage options, and policy structures.
• Candidates should possess skills in Sales to identify prospects, conduct consultations, close deals, and build long-term client relationships.
• Candidates should possess skills in Marketing to promote services, develop customer outreach strategies, and use digital and traditional channels effectively.
• Strong communication and interpersonal skills, with the ability to explain financial concepts clearly and build trust with diverse clients.
• Goal-oriented mindset with resilience, self-motivation, and the ability to work both independently and as part of a team.
• Basic proficiency in office productivity tools and digital platforms; experience in financial services or insurance is an advantage.
• Relevant academic background (e.g., business, finance, marketing, or related fields) is beneficial; licensing or certification in insurance or takaful will be an added advantage.