Takaful Planner

Company Description

Victory Group MDA, established under Prudential BSN Takaful in 2014, is a sharia-compliant financial services agency that provides the best advice to our clients. Our main offices are located in Petaling Jaya and Seremban, with wealth planners stationed throughout Kuala Lumpur, Selangor, Putrajaya, Negeri Sembilan, Johor, and Pahang. We aspire to assist more people and expand our business locations.

Role Description

This is a full-time hybrid role for a Takaful Planner at Victory Group MDA. The role is located in Federal Territory of Kuala Lumpur, Malaysia, with the option for some work from home. The Takaful Planner will be responsible for providing financial advice to clients, developing takaful plans, and conducting financial analysis.

Qualifications

• Financial Planning, Wealth Management, and Investment Advisory skills
• Excellent communication and interpersonal skills
• Knowledge of sharia-compliant financial products
• Ability to work independently and in a team
• Experience in the insurance or financial services industry
• Bachelor's degree in Finance, Economics, Business, or related field
• Professional certification in financial planning is a plus