Hybrid Takaful Advisor - Client Solutions and Growth

AIA

Kuala Lumpur

Hybrid

MYR 48,000 - 78,000

Full time

2 days ago
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Job summary

KL AZWA GROUP is seeking a Takaful Advisor in Kuala Lumpur for a full-time hybrid role. You will engage clients, assess protection needs, and propose suitable Takaful products while maintaining long-term relationships.

You will participate in sales activities, attend training on products and regulatory guidelines, and document client interactions with a focus on ethical, Shariah-compliant advisory practices.

Qualifications

  • Ability to build relationships and present Takaful solutions clearly.
  • Strong client service orientation with active listening, empathy, and responsiveness to client needs.
  • Basic understanding of financial planning, risk management, and Takaful concepts (training provided).
  • Self-motivated, goal-oriented in a performance-driven environment with sales targets.
  • Good organizational skills to manage schedules, follow up on leads, and maintain records.
  • Comfort with digital tools for communication, online meetings, and documentation to support hybrid work.

Responsibilities

  • Conduct client consultations and prepare proposals.
  • Manage follow-ups and maintain long-term client relationships for ongoing coverage.
  • Participate in sales and marketing activities and attend product trainings.
  • Stay updated on product offerings and regulatory guidelines.
  • Document client interactions consistently and adhere to ethical advisory practices.

Skills

Relationship building
Clear communication
Client service
Sales target mindset
Organizational skills
Digital tools

Education

Diploma or equivalent

Job description

KL AZWA GROUP is seeking a Takaful Advisor in Kuala Lumpur for a full-time hybrid role. You will engage clients, assess protection needs, and propose suitable Takaful products while maintaining long-term relationships.

You will participate in sales activities, attend training on products and regulatory guidelines, and document client interactions with a focus on ethical, Shariah-compliant advisory practices.

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