Promote and sell Takaful insurance products to potential clients through various channels, including cold calling, networking, and referrals.
Identify and pursue new business opportunities to expand the customer base.
Develop and maintain a deep understanding of our Takaful products and their benefits.
Build and nurture long-term relationships with clients, understanding their financial needs and providing suitable Takaful solutions.
Provide exceptional customer service, ensuring clients' satisfaction and retention.
Ensure that all insurance transactions and interactions strictly adhere to Islamic principles and Shariah guidelines.
Maintain a thorough knowledge of Islamic finance principles and their application in insurance products.
Accurately complete and maintain all necessary paperwork and documentation related to insurance applications, claims, and client interactions.
Prepare and submit regular reports on sales activities, goals, and achievements.

SA Planners Consultancy