Hybrid Part-Time Takaful Advisor

SAR Group KL

Petaling Jaya

Hybrid

MYR 20,000 - 23,000

Part time

5 days ago
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Job summary

SAR Group KL is seeking a part-time Takaful Advisor based in Petaling Jaya. You will educate clients on takaful and insurance solutions, perform needs-based assessments, and recommend suitable protection plans.

Daily tasks include meeting clients in person or virtually, following up on leads, preparing quotations, and handling documentation and applications. You’ll stay updated on product features and regulatory requirements, participate in training, and support ongoing policy servicing and

Qualifications

  • Degree or Diploma in any field.
  • Sales, negotiation and customer service skills.
  • Basic financial literacy with interest in takaful and insurance.
  • Good organizational and time management in part-time, hybrid setting.
  • Self-motivated with entrepreneurial attitude.
  • Proficiency with digital tools for remote client engagement.
  • Willingness to commute to Petaling Jaya for meetings.

Responsibilities

  • Educate clients on takaful and insurance solutions.
  • Conduct needs-based financial assessments and recommend plans.
  • Meet clients in person or virtually and follow up on leads.
  • Prepare quotations and handle documentation and applications.
  • Participate in training and maintain up-to-date product knowledge.
  • Provide ongoing policy servicing such as claims guidance and plan reviews.

Skills

Sales
Negotiation
Customer service
Prospecting
Follow-up
Closing

Education

Degree / Diploma in any field

Job description

SAR Group KL is seeking a part-time Takaful Advisor based in Petaling Jaya. You will educate clients on takaful and insurance solutions, perform needs-based assessments, and recommend suitable protection plans.

Daily tasks include meeting clients in person or virtually, following up on leads, preparing quotations, and handling documentation and applications. You’ll stay updated on product features and regulatory requirements, participate in training, and support ongoing policy servicing and

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