1. Position Overview
The Takaful Advisor is responsible for educating individuals and families on financial protection through Takaful solutions, providing professional consultation and maintaining long-term customer relationships.
2. Key Responsibilities
- Identify and approach potential customers through online and offline channels.
- Conduct financial needs analysis and recommend suitable Takaful solutions.
- Explain Takaful products, benefits and policy coverage clearly.
- Assist customers with applications, documentation and policy servicing.
- Provide after-sales service and claims assistance.
- Achieve sales targets and participate in company marketing activities.
- Maintain compliance with company policies and regulatory requirements.
- Attend training programmes and continuously improve product knowledge.
3. Required Skills & Competencies
- Good communication and interpersonal skills
- Customer-oriented mindset
- Sales and negotiation skills
- Self-motivated and target-driven
- Professional ethics and integrity
- Basic digital literacy
4. Expected Learning Outcomes
- Develop professional sales skills.
- Understand Takaful products and financial protection.
- Improve customer engagement and communication.
- Build confidence in financial advisory.
- Gain practical industry experience.
Pay: RM1,800.00 per month
Benefits:
- Opportunities for promotion
- Professional development
Work Location: In person