Takaful Advisor

ADVISERA GREAT ADVISORY; Remote; MYR 36,000 - 60,000; Full time

Job summary

A distinguished financial agency is seeking a full-time remote Takaful Advisor to identify client needs and provide tailored financial consultation. You will create personalized insurance and investment plans, meet financial objectives, and deliver exceptional customer service. The ideal candidate will possess strong interpersonal skills, proficiency in financial planning, and a Diploma or Bachelor's Degree in Finance or Business. This role also offers ongoing training and professional development opportunities. Join our team and help clients achieve their financial goals.

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.
• Create personalized insurance and investment plans.
• Meet financial objectives and offer exceptional customer service.
• Participate in training programs to stay updated on industry trends.

Skills

Interpersonal skills

Communication skills

Financial planning proficiency

Analytical skills

Problem-solving skills

Time management

Organizational skills

Ability to work independently

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