Kerja Sepenuh Masa, Takaful Wealth Planner (Advisor) di TRU Legacy Malaysia Sdn. Bhd. Selangor - Maukerja

Company Description TRU Legacy Malaysia Sdn. Bhd. is a Malaysian company specializing in the insurance and financial planning industry, with a focus on helping clients build and protect their wealth. The organization provides takaful and financial solutions designed to meet diverse personal and family needs. Team members are supported with industry knowledge, tools, and guidance to serve clients responsibly and sustainably. The company values ethical conduct, long-term client relationships, and professional growth within the financial services sector.

Role Description The Takaful Wealth Planner (Advisor) is a part-time, hybrid role based in Petaling Jaya, with flexibility for some work from home. The role involves meeting existing and potential clients to understand their financial goals, assessing protection and investment needs, and recommending suitable takaful and wealth planning solutions. Daily tasks include conducting financial reviews, preparing proposals, following up on applications, and maintaining accurate client records. The advisor will educate clients on insurance and investment options, ensure compliance with regulatory and company guidelines, and participate in training and team meetings to stay informed about products and market developments. Building long-term relationships and providing ongoing service and policy reviews are key aspects of the role.

Qualifications

• Ability to provide comprehensive Financial Planning advice and design suitable wealth protection strategies.
• Experience or strong interest in Investment Management and managing Investments in line with client risk profiles.
• Solid understanding of Finance fundamentals, including budgeting, savings, and long-term financial goal setting.
• Knowledge of Insurance and takaful concepts to explain coverage options and benefits clearly.
• Strong interpersonal and communication skills, with the ability to build trust and maintain client relationships.
• Self-motivated, organized, and able to manage part-time schedules in a hybrid work environment.
• Comfortable with basic digital tools (e.g., office productivity software, online meeting platforms, CRM systems).
• Relevant professional certifications or licenses in insurance or financial planning are an advantage.
• Prior experience in financial services, sales, or client advisory roles is beneficial but not mandatory.