Deskripsi Pekerjaan
Are you a driven individual looking to build a successful career in the financial services sector? Elizian Wealth Consultancy is seeking a dedicated Takaful Advisor Sale to join our dynamic team in Kangar, Perlis.
As a Takaful Advisor, you will play a crucial role in helping our clients secure their financial future through comprehensive protection plans. We are committed to excellence and transparency, ensuring that every client receives personalized advice tailored to their specific needs. Join us to leverage your interpersonal skills in a rewarding environment where your effort directly correlates with your success.
About Us: We are a reputable consultancy firm dedicated to providing top-tier financial solutions. Our registration number 202203102176 underscores our commitment to professional standards and regulatory compliance.
Tanggung Jawab
- Conduct comprehensive consultations with potential clients to understand their insurance needs and recommend suitable Takaful plans.
- Present and explain Takaful products, terms, and benefits clearly to prospective customers.
- Build and maintain a strong network of clients through active prospecting and relationship management.
- Meet and exceed monthly sales targets and revenue goals.
- Prepare and submit accurate sales documentation and reports in a timely manner.
- Stay updated on industry trends, new product launches, and regulatory changes to provide informed advice.
- Assist clients with the claims process and policy renewals to ensure high customer satisfaction.
Kualifikasi
- Valid Malaysian driving license (Sijil Memandu) is mandatory for field visits.
- Strong interpersonal and communication skills, with the ability to build trust quickly.
- Self-motivated, results-oriented, and able to work independently.
- Previous experience in sales or financial services is an advantage but not strictly required.
- Excellent presentation skills and a professional demeanor.
- High integrity and a strong commitment to ethical business practices.
- Willingness to undergo training and professional development programs.