Job Description

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.