Financial Services Consultant

Prudential BSN Takaful Berhad; Shah Alam; Hybrid; MYR 28,000 - 48,000; Part time

Job summary

Prudential BSN Takaful Berhad in Shah Alam seeks a part-time Financial Services Consultant for a hybrid work setup. You will assess client takaful needs, prepare proposals, and explain plan features clearly while maintaining strong client relationships.

You will collaborate with teams, comply with regulations, and participate in ongoing training to stay current on products and industry practices.

Qualifications

• Candidate should have strong analytical skills to assess customer needs and financial data.
• Foundational knowledge in finance, financial services and takaful concepts.
• Consulting skills including client advisory and problem solving.
• Excellent communication skills, both verbal and written.
• Relevant diploma or degree in finance, business, economics, or related fields.
• Experience in financial advisory or takaful is an advantage but not mandatory.
• Ability to work independently in a hybrid environment with disciplined time management.
• Comfort with basic digital tools and online meeting platforms.

Responsibilities

• Conduct financial needs analyses for customers and prepare proposals.
• Explain plan features, benefits, and terms in clear, compliant language.
• Maintain ongoing relationships and perform regular reviews of coverage.
• Collaborate with internal teams and follow regulatory guidelines.
• Engage in training and development to stay current on products and practices.

Skills

Analytical skills

Finance & takaful knowledge

Consulting skills

Communication skills

Hybrid work ability

Digital tools proficiency

Education

Diploma or 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, multi-channel distribution, innovative solutions, and strong use of technology. The organization places great emphasis on developing its people through robust talent development and training programs, including in-house courses, public programs, workshops, and seminars. PruBSN invests in leadership at all levels, using award-winning development initiatives to build a strong pipeline of future leaders. The company promotes performance-based rewards, open employee engagement, and volunteering to support communities and build new skills. PruBSN is committed to diversity and inclusion and offers wide-ranging career opportunities through its dedicated careers platform.

Role Description

This is a part-time Financial Services Consultant role in a hybrid work arrangement, based in Shah Alam with flexibility for some work-from-home. The consultant will engage with customers to understand their financial protection and takaful needs, and recommend suitable family takaful solutions aligned with their goals. Day-to-day responsibilities include conducting financial needs analyses, preparing proposals, and explaining plan features, benefits, and terms in a clear and compliant manner. The role also involves maintaining ongoing relationships with customers, providing regular reviews of their coverage, and ensuring a positive service experience. The consultant will collaborate with internal teams, follow regulatory and company guidelines, and participate in training and development activities to stay current on products and industry practices.

Qualifications

• Candidates should possess strong Analytical Skills to assess customer needs, interpret financial information, and support sound recommendations.
• Candidates should possess foundational knowledge in Finance, Financial Services, and Takaful or insurance concepts to advise customers effectively.
• Candidates should possess Consulting skills, including client advisory, problem-solving, and the ability to tailor solutions to individual circumstances.
• Candidates should possess excellent Communication skills, both spoken and written, to explain complex information clearly and build trust with customers.
• Relevant qualifications such as a diploma or degree in finance, business, economics, or related fields are beneficial.
• Previous experience in financial advisory, insurance, or takaful is an advantage but not mandatory.
• Ability to work independently in a hybrid environment, manage time effectively, and maintain high ethical and professional standards.
• Comfort with basic digital tools and online communication platforms to support remote work and virtual customer meetings.