Islamic Wealth Planner

Islamic Wealth Planner / Takaful Sales Consultant — Ipoh & Subang Jaya

Agency: TAG Malaysia | Prudential BSN Takaful

Location: Ipoh, Perak

Opportunity: Full-time or part-time agency role, with priority given to full-time applicants

Remuneration: Commission and performance-based incentives. No fixed basic salary.

Turn Your Sales Experience into a Career That Helps Protect Families

Are you confident in meeting people, understanding their needs and closing sales Do you believe insurance and takaful play an important role in protecting families financially

We are looking for motivated sales professionals to join our team in Ipoh as Islamic Wealth Planners. You will help individuals and families understand their protection needs and recommend suitable PruBSN takaful solutions while building your own client portfolio.

This opportunity suits individuals who enjoy sales, take ownership of their results and want to develop lasting client relationships.

What You Will Do

• Identify potential clients through networking, referrals, outreach and social media.

• Arrange appointments to understand clients financial commitments, protection needs and budgets.

• Recommend suitable takaful solutions and explain benefits, exclusions, contributions and key terms clearly.

• Conduct sales presentations, respond to questions and follow up with prospects.

• Assist clients with applications and ensure information is submitted accurately and honestly.

• Provide ongoing service, including protection reviews and assistance with certificate enquiries and claims documentation.

• Work towards agreed activity and sales targets.

• Participate in training, coaching and team meetings to develop product knowledge and sales skills.

Who We Are Looking For

• Previous sales or business development experience in any industry, such as automotive, property, banking, retail, telecommunications or direct sales.

• A genuine belief in the value of insurance and takaful.

• Confidence in initiating conversations, asking for appointments and following up consistently.

• Strong communication and relationship-building skills.

• A proactive attitude towards finding clients and generating sales opportunities.

• Resilience when handling rejection and the discipline to manage your own schedule.

• Willingness to learn, receive coaching and follow industry requirements.

• A commitment to ethical selling and recommending solutions based on clients needs.

• Based in Ipoh or nearby, with availability for client appointments and team activities.

Previous takaful experience is not essential. Relevant sales experience and a willingness to learn are valued. Required examinations and registration must be completed before carrying out regulated agent activities.

What You Can Expect

• Commission-based earnings and incentives linked to performance.

• Guidance from an agency leader with industry experience since 2008.

• Coaching in prospecting, client conversations, presentations and follow-up.

• Opportunities to develop your personal brand and client portfolio.

• Flexibility to pursue the role full-time or part-time, with consistent commitment to appointments, training and client service.

• Opportunities to develop towards team leadership, subject to performance and applicable requirements.

Please Note

This is a takaful agency opportunity, not a salaried employment position. There is no fixed basic salary or guaranteed monthly income. Earnings depend on sales performance and the applicable commission and incentive terms. You will be expected to actively develop your own prospect pipeline.

Ready to Put Your Sales Skills to Work

WhatsApp Shahril at 019-412 7202 with the message IWP IPOH and include:

• Your name and current location

• Your previous sales experience

• Your preference for full-time or part-time

• Your CV, if available

Apply here: https://wa.me/60194127202text=IWP%20IPOH