Financial Advisor

Prudential BSN Takaful Berhad; Muar; Hybrid; MYR 33,000 - 78,000; Full time

Job summary

Prudential BSN Takaful Berhad in Muar offers a part-time/full-time Financial Advisor role with a hybrid work arrangement. You will provide takaful-based financial advisory and sales services to individual and family clients, helping them plan protection, savings, retirement, and investments in line with Shariah principles.

Responsibilities include meeting clients, assessing goals, proposing suitable products, preparing proposals, and servicing policies, while maintaining strong client

Qualifications

• Skills in Financial Planning and Retirement Planning to assess client needs and design appropriate solutions.
• Skills in Finance and Investments to explain financial concepts and support long-term wealth strategies.
• Skills in Financial Advisory to provide professional, ethical guidance.
• Strong communication and interpersonal abilities for clear client discussions.
• Sales and customer service orientation with target-driven approach.
• Self-motivated and disciplined, comfortable with hybrid work both in-person and remote.

Responsibilities

• Meet clients to understand financial goals and provide takaful-based advisory and sales services.
• Prepare proposals and follow up on applications and policy servicing.
• Build and maintain long-term client relationships through regular reviews.
• Stay updated on product features, regulatory guidelines, and market trends.
• Collaborate with branch team to achieve sales and service targets.

Skills

Financial planning

Retirement planning

Finance and investments

Financial advisory

Communication skills

Interpersonal skills

Sales and customer service

Self-motivation

Hybrid work adaptability

Education

SPM/diploma/degree in finance/business/economics

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.