Takaful Advisor

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

Company Description

SAR Group KL is a takaful and insurance agency representing Prudential and PruBSN Takaful, specializing in comprehensive protection and financial solutions. The headquarters is located at Phileo Damansara 1 in Petaling Jaya, serving a diverse client base in the region. SAR Group KL focuses on developing entrepreneurs who are interested in building a career in the insurance and takaful business. The team currently consists of around 300 active members (as of Jun 2026), offering a supportive environment with training, guidance, and opportunities for growth.

Role Description

Role Description This is a part-time hybrid role for a Takaful Advisor based in Petaling Jaya, with flexibility for some work-from-home arrangements. The Takaful Advisor will engage prospects and existing clients to understand their protection and financial needs, and recommend suitable takaful and insurance solutions. Responsibilities include conducting client consultations, presenting product information, preparing quotations, and assisting clients with applications and policy servicing. The role also involves maintaining regular follow-up, building long-term client relationships, and participating in team meetings, training sessions, and business development activities. Advisors are expected to comply with regulatory requirements and company guidelines while promoting ethical and customer-focused p

ractices.

Role Description

Role Description This is a part-time hybrid role for a Takaful Advisor based in Petaling Jaya, with flexibility for some work-from-home arrangements. The Takaful Advisor will engage prospects and existing clients to understand their protection and financial needs, and recommend suitable takaful and insurance solutions. Responsibilities include conducting client consultations, presenting product information, preparing quotations, and assisting clients with applications and policy servicing. The role also involves maintaining regular follow-up, building long-term client relationships, and participating in team meetings, training sessions, and business development activities. Advisors are expected to comply with regulatory requirements and company guidelines while promoting ethical and customer-focused practices.

Qualifications

• Strong communication and interpersonal skills, including the ability to build trust and explain financial concepts clearly.
• Must be Malaysian Citizen and have the ability to communicate fluently in Bahasa Malaysia.
• Customer service and relationship management skills, with a focus on understanding client needs and providing appropriate 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 (e.g., messaging apps, online meeting platforms, and basic office software) for client engagement and documentation.
• Willingness to learn, attend training, and obtain required certifications or licensing as per regulatory and company standards.
• Minimum education at diploma level or equivalent preferred; candidates with strong drive and relevant experience are also encouraged to apply.
• Ability to work in or commute to Petaling Jaya for in-office meetings, training, and client appointments as needed.