Takaful Advisor

ADVISERA GREAT ADVISORY; Remote; MYR 100,000 - 150,000; Full time

Job summary

A leading financial agency is looking for a dedicated Takaful Advisor for a full-time remote position. The Takaful Advisor will identify client needs, create tailored financial and takaful plans, and build lasting relationships with clients. Strong communication and analytical skills are essential, along with a background in finance. The ideal candidate should also be proactive in participating in ongoing training. This role provides an opportunity to excel in a rewarding financial career.

Qualifications

• Strong interpersonal and communication skills to engage with clients effectively.
• Proficiency in financial planning and takaful products.
• Analytical and problem-solving skills for creating customized solutions.
• Time management and organizational skills for managing client portfolios.
• Ability to work independently in a remote work environment.
• Experience in the financial or insurance industry is an advantage.
• Willingness to participate in ongoing training and professional development.

Responsibilities

• Identify clients' needs and provide tailored financial and takaful consultation.
• Build long-term relationships with clients.
• Create personalized insurance and investment plans.
• Meet financial objectives and offer exceptional customer service.
• Participate in training programs to stay updated on industry trends and products.

Skills

Interpersonal skills

Communication skills

Financial planning knowledge

Analytical skills

Problem-solving skills

Time management

Organizational skills

Education

Diploma or Bachelor's Degree in Finance, Business, or related field

Job description

Company Description

Advisera Great Advisory is a distinguished financial agency under Great Eastern Takaful, specializing in offering comprehensive financial plans, including investment opportunities tailored to diverse needs. With a strong team of 17 dedicated leaders, Advisera has consistently achieved remarkable milestones, including becoming a 10-million agency in 2021 and an 11-million agency in 2022. The agency's commitment to excellence places it among the top-performing agencies in the industry. At Advisera, we pride ourselves on teamwork, continuous growth, and exceptional client service.

Role Description

This is a full-time remote role for a Takaful Advisor. The Takaful Advisor will focus on identifying clients' needs, providing tailored financial and takaful consultation, and building long-term relationships with clients. Responsibilities include creating personalized insurance and investment plans, meeting financial objectives, and offering exceptional customer service. The role also involves participating in training programs to stay updated on industry trends and products.

Qualifications

• Strong interpersonal and communication skills to engage with clients effectively
• Proficiency in financial planning and takaful products
• Analytical and problem-solving skills for creating customized solutions
• Time management and organizational skills for managing client portfolios
• Ability to work independently in a remote work environment
• Experience in the financial or insurance industry is an advantage
• Willingness to participate in ongoing training and professional development
• Minimum qualification: Diploma or Bachelor's Degree in Finance, Business, or a related field