Takaful Advisor

AIA; Kuala Lumpur; Hybrid; MYR 48,000 - 78,000; Full time

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

Company Description

KL AZWA GROUP is a growing organization in the Takaful and financial protection sector, focusing on ethical, Shariah-compliant solutions for individuals and businesses. The group is committed to helping clients plan for their financial security, risk management, and long-term wealth protection. Team members collaborate to deliver professional advice, customer-focused service, and tailored Takaful plans that meet diverse needs. KL AZWA GROUP promotes continuous learning, performance-based growth, and a supportive work environment for Takaful Advisors who want to build a sustainable career.

Role Description

The Takaful Advisor is a full-time, hybrid role based in WP Kuala Lumpur, with a combination of office-based work and some work-from-home flexibility. The role involves engaging prospective and existing clients, understanding their financial protection needs, and recommending suitable Takaful products and solutions. Day-to-day tasks include conducting client consultations, preparing proposals, managing follow-ups, and maintaining long-term relationships to ensure ongoing coverage suitability. The Takaful Advisor will also participate in sales and marketing activities, attend training sessions, and stay updated on product offerings and regulatory guidelines. The role requires consistent documentation of client interactions and adherence to ethical, Shariah-compliant advisory practices.

Qualifications

• Ability to build relationships, communicate clearly, and present Takaful solutions in a simple, professional manner.
• Strong client service orientation, including active listening, empathy, and responsiveness to client needs and inquiries.
• Basic understanding of financial planning, risk management, and Takaful or insurance concepts (training will be provided).
• Self-motivated, goal-oriented, and comfortable working in a performance-driven environment with sales targets.
• Good organizational skills, including the ability to manage schedules, follow up on leads, and maintain accurate records.
• Comfort with digital tools for communication, online meetings, and documentation to support hybrid work arrangements.
• Minimum education at diploma level or equivalent; a background in finance, business, or related fields is an advantage.
• Ability to work legally in Malaysia and commute to WP Kuala Lumpur as required.