Are you looking for a rewarding career with flexible working arrangements, attractive income opportunities and personal growth?
Join Alpha Agency as a Takaful Consultant and help individuals and families secure their financial future through Shariah-compliant protection solutions.
No prior experience in the takaful industry is required. Training and guidance will be provided to help you get started.
Responsibilities
Client Advisory & Service
- Listen to clients to understand their protection needs and explain Shariah-compliant takaful options in clear, everyday language.
- Recommend suitable plans and guide clients through plan features, exclusions and benefits so they can make informed choices.
- Help clients complete takaful applications accurately and follow up on policy issuance and documentation.
- Provide ongoing customer support, handle routine queries, and escalate complex issues to the team when needed.
Relationships & Business Development
- Build and maintain trusting relationships with clients through regular contact and personalised service.
- Proactively source prospects via networking, referrals and local outreach to grow your pipeline.
- Work toward individual performance and business development goals with a focus on sustainable client growth.
- Record and track leads and client interactions to keep your sales process organised and measurable.
Team Learning & Compliance
- Attend training sessions, team meetings and professional development programmes to strengthen product and sales skills.
- Follow company procedures and regulatory requirements to maintain compliance and good standing.
- Collaborate with colleagues to share best practices and support team targets.
- Maintain accurate client records and submit required paperwork on time.
Requirements
Qualifications & Experience
- Minimum Diploma qualification; fresh graduates are encouraged to apply.
- No prior takaful experience required; training and guidance will be provided to get you started.
- Clear on CTOS/CCRIS as required by the employer.
- Must meet the applicable requirements to register as a takaful agent.
Hard Skills & Knowledge
- Good verbal and written communication skills to explain product features and complete applications accurately.
- Basic ability to use mobile tools or CRM for tracking leads and client follow-ups.
- Comfortable learning product details, underwriting basics and simple compliance procedures.
- Attention to detail when handling client documents and submission forms.
Soft Skills & Qualities
- Self-motivated, responsible and willing to learn and improve through feedback.
- Friendly interpersonal style with a genuine interest in helping people and advising on financial protection.
- Able to work independently to manage your schedule and also contribute positively within a team.
- Resilient mindset for sales activities and patient persistence when building client relationships.
Compensation & Benefits
- Flexible working arrangements to help you balance work and personal commitments.
- Attractive income opportunities linked to your performance and client growth.
- Training and ongoing guidance to support your professional development and career progression.