Hybrid Part-Time Takaful Advisor: Protect & Advise Clients

SAR Group KL; Petaling Jaya; Hybrid; MYR 13,000 - 27,000; Part time

Job summary

SAR Group KL in Petaling Jaya is seeking a part-time Takaful Advisor to engage prospects and clients, understand protection and financial needs, and recommend takaful and insurance solutions.

The role involves conducting client consultations, presenting product information, preparing quotations, and assisting clients with applications and policy servicing, while building long-term relationships and following regulatory guidelines.

Qualifications

• Strong communication and interpersonal skills; ability to build trust and explain financial concepts clearly.
• Malaysian Citizen with fluency in Bahasa Malaysia.
• Customer service and relationship management skills; focus on understanding client needs and providing solutions.
• Basic financial literacy and interest in insurance and takaful products; prior experience in financial services or sales is an advantage.
• Self-motivated and goal-oriented; able to manage time effectively in a part-time, hybrid work arrangement.
• Comfort with using digital tools for client engagement and documentation; willing to learn and obtain certifications as needed.

Responsibilities

• Conduct client consultations and understand protection and financial needs.
• Present product information and prepare quotations for clients.
• Assist clients with applications and policy servicing.
• Maintain regular follow-up and build long-term client relationships.
• Participate in team meetings, training sessions, and business development activities.
• Adhere to regulatory requirements and company guidelines while promoting ethical practices.

Skills

Communication

Interpersonal skills

Customer service

Time management

Digital tools

Self-motivation

Education

Diploma or equivalent

Job description

SAR Group KL in Petaling Jaya is seeking a part-time Takaful Advisor to engage prospects and clients, understand protection and financial needs, and recommend takaful and insurance solutions.

The role involves conducting client consultations, presenting product information, preparing quotations, and assisting clients with applications and policy servicing, while building long-term relationships and following regulatory guidelines.