About this role
Create your future with Affin! You too can make a difference.
Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.
Job Responsibilities: • To be abreast with all STMKB’s Advisory Takaful Products and promote them to Affin customers. To perform sales and business activities. • Drives personal Advisory Takaful production and formulate action plans to achieve personal production target. • Builds and fosters long term and profitable relationship with customers and potential customers by providing excellent and professional customer service. • Refers potential customers who may be interested and/or keen in AFFIN’s other products/services to relevant parties and ensure optimal achievements of set targets. • Provides advice on financial planning and perform other service functions (i.e. carry out sales visits, prospecting and early engagements to generate leads). • Acts as takaful’s single point of contact and cultivate excellent relationship with all parties. • Performs “Know Your Customer” (KYC)/ Customer Due Diligence (CDD) for financial/non-financial transactions. • Ensures high standards of customer service in line with the quality and standards set by Affin and STMKB. • To generate own leads from walk-in customers, bank events, and personal contacts. • Actively participate in the bank’s sales and promotion activities. • Ensure sales and services rendered to customers are in compliant with internal and external policies, guideline as well as regulations.
Qualifications and Experience • Certified with Takaful Basic Examination (TBE) for Family Takaful will be an added advantage. • Preferably candidates with Bachelors’ degree in Finance/Banking Insurance with knowledge in some working/sales experience in Insurance/ Takaful.
Skills and Knowledge • Open to all Malaysian citizens only. • Fluent speaking of English & Bahasa Malaysia. • Must be a team player, energetic and result oriented with a desire to achieve excellent service. • Self-motivated and able to work independently with minimum supervision. • Positive attitude and adaptable to changes in working environment. • Team player and good interpersonal and problem-solving skills. • Able to meet timeline & scope under work pressure. • Strong marketing skills, with the ability to interpret complex financial information. • Computer literacy at user level. • Willing to travel. • Sales driven and strong customer orientation with excellent communication, interpersonal and presentation skills.