akaful Sales Executive – Job Scope

Key Responsibilities

1. Lead Generation

• Identify and approach potential clients through networking, referrals, social media, and prospecting activities.

• Build and maintain a strong client database.

2. Appointment Setting

• Contact prospective clients via phone calls, WhatsApp, email, or social media.

• Arrange face-to-face or online appointments.

3. Financial Needs Analysis

• Assess clients’ financial goals, commitments, and protection needs.

• Conduct fact-finding sessions to understand clients’ situations.

4. Takaful Consultation

• Educate clients on Takaful concepts and available solutions.

• Recommend suitable protection, medical, savings, education, and wealth accumulation plans.

5. Sales Presentation

• Present Takaful solutions professionally.

• Handle inquiries and objections effectively.

6. Application & Documentation

• Assist clients in completing application forms and required documentation.

• Ensure accurate and timely submission of cases.

7. Customer Service & Policy Review

• Provide after-sales service and policy reviews.

• Assist clients with claims, policy servicing, and updates.

8. Relationship Management

• Build long-term relationships with clients.

• Generate referrals and expand professional networks.

9. Performance & Development

• Achieve monthly and annual sales targets.

• Participate in training, coaching, and professional development programs.

Requirements

• Diploma or Bachelor’s Degree preferred.

• Strong communication and interpersonal skills.

• Self-motivated and goal-oriented.

• Own transportation is an advantage.

• Full-time or part-time opportunities available.

Benefits

• Attractive commission and performance incentives.

• Career advancement opportunities.

• Professional training and mentorship.

• Local and overseas travel incentives.

• Flexible working hours.

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