Company Description
AIA Malaysia is a leading provider of financial solutions and Takaful products, catering to the diverse protection and financial security needs of customers at every life stage. As part of the AIA Group, the largest publicly listed pan-Asian life insurance group, AIA Malaysia serves over 5.2 million customers nationwide with the support of over 2,400 employees. With a robust distribution network that includes 17,000 Life Planners, exclusive bank partner branches, and corporate sales teams, AIA Malaysia is dedicated to helping individuals and communities lead healthier, longer, and better lives. The company's offerings include a comprehensive suite of financial products spanning life protection, health, retirement, and family Takaful solutions.
Role Description
This is a full-time hybrid role for a Takaful Advisor based in Bandar Klang, with the flexibility to work from home occasionally. The Takaful Advisor will identify customer needs, offer tailored Takaful solutions, and assist clients in planning their financial protection. Daily responsibilities include meeting prospective clients, recommending insurance and Takaful products, providing excellent customer service, and keeping updated on industry trends and product knowledge. Advisors will also play a key role in enhancing their clients financial literacy and assisting with their long-term financial goals.
Qualifications
- Proficiency in financial planning, insurance advisory, and customer-centric sales practices
- Strong communication, interpersonal, and active listening skills
- Ability to analyze financial needs, strategize protection plans, and provide tailored solutions
- Strong organizational skills and the ability to manage a diverse client base effectively
- Self-motivated with a proactive approach to client management and continuous professional development
- Minimum SPM qualification or equivalent; higher education or professional certifications in Finance, Insurance, or related fields are an advantage
- Prior experience in financial services, insurance, or sales is a plus
