Financial Advisor

Prudential BSN Takaful Berhad; Muar; Hybrid; MYR 42,000 - 66,000; Full time

Job summary

Prudential BSN Takaful Berhad in Muar seeks a Financial Advisor to provide takaful-based advisory and sales services for individuals and families. You will meet clients, assess goals, and tailor proposals aligned with Shariah principles, while building lasting client relationships.

Role involves staying updated on product features, regulations, and market trends, with a hybrid work arrangement linking branch teams and remote activities to hit sales and service targets.

Qualifications

• Experience in financial planning to assess client needs and design solutions.
• Knowledge of retirement planning and wealth protection strategies.
• Understanding of financial advisory ethics and customer-focused guidance.
• Strong communication and interpersonal skills for diverse clients.
• Ability to work towards targets in a hybrid environment.

Responsibilities

• Meet clients to understand financial goals and provide takaful-based advisory and sales services.
• Assess client needs and propose suitable PruBSN products with clear proposals.
• Prepare and follow up on applications and policy servicing.
• Build and maintain long-term client relationships and conduct basic financial reviews.
• Participate in outreach activities and sales campaigns with the branch team.

Skills

Financial Planning

Retirement Planning

Finance & Investments

Financial Advisory

Communication

Education

SPM / Diploma / Degree in Finance or related field

Job description

Company Description

Prudential BSN Takaful Berhad (PruBSN) is Malaysia’s leading family takaful operator, recognized for its customer-centric approach, innovative solutions, and strong technological capabilities. The company uses a multi-distribution channel strategy to reach diverse customer segments across the country. PruBSN invests heavily in talent development through structured training, leadership programs, and performance-based rewards. The organization promotes open communication, employee engagement, and volunteerism to support communities and build skills. PruBSN is committed to a diverse and inclusive workplace where people can find meaning in their work and grow their careers.

Role Description

This is a part-time/full time Financial Advisor role based in Muar, with a hybrid work arrangement that allows some tasks to be performed from home. The Financial Advisor will provide takaful-based financial advisory & sales services to individual and family clients, helping them understand and plan for protection, savings, retirement, and investment-related needs in line with Shariah principles. Daily responsibilities include meeting clients, assessing their financial goals, recommending suitable PruBSN products, preparing proposals, and following up on applications and policy servicing. The role also involves building and maintaining long-term client relationships, conducting basic financial reviews, and participating in outreach activities and sales campaigns. Financial Advisors are expected to stay updated on product features, regulatory guidelines, and market trends, while working closely with the branch team to achieve sales and service targets.

Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to assess client needs and design appropriate solutions.
• Candidates should possess skills in Finance and Investments to explain financial concepts and support long-term wealth and protection strategies.
• Candidates should possess skills in Financial Advisory to deliver professional, ethical, and customer-focused guidance.
• Candidates should have strong communication and interpersonal skills to present complex information clearly and build trust with diverse clients.
• Candidates should have sales and customer service orientation, with the ability to work towards targets and manage multiple client engagements.
• Candidates should be self-motivated, disciplined, and comfortable working in a hybrid environment with both in-person and remote activities.
• A SPM, diploma or degree in finance, business, economics, or a related field is beneficial; relevant industry certifications and proficiency in Bahasa Malaysia and English are an advantage.