Takaful Agent

KAZE GROUP; Petaling Jaya; Hybrid; MYR 36.000 - 54.000; Vollzeit

Zusammenfassung

KAZE GROUP is seeking a full-time Takaful Agent in Damansara to engage clients, assess protection needs, and explain Shariah-compliant products. The role involves both in-person and online meetings, proposal preparation, and guiding clients through enrollment while building long-term client relationships.

You will participate in training, outreach activities, and collaborate with colleagues to grow the client portfolio, with an emphasis on service, integrity, and regulatory compliance.

Qualifikationen

• Diploma level education or equivalent; Takaful or financial services certifications are a plus.
• Strong interpersonal and communication skills with ability to build trust and long-term clients.
• Willingness to deepen knowledge of Shariah-compliant products and financial planning basics.
• Ability to work in a hybrid environment, managing both in-person and remote client engagements.
• Proactive, goal-oriented with resilience in sales and openness to coaching.
• Experience in sales or customer service is beneficial; motivated entry-level candidates are encouraged to apply.

Aufgaben

• Meet clients in person and online to assess protection and financial needs.
• Explain Takaful products and recommend suitable solutions.
• Prepare proposals and guide enrollment processes.
• Maintain ongoing client relationships and provide basic policy servicing.
• Collaborate with colleagues and participate in training and marketing activities.

Kenntnisse

Interpersonal skills

Communication

Client service

Financial planning basics

Takaful concepts

Willingness to learn

Ausbildung

Diploma level education

Takaful/financial services certifications

Tools

CRM

Sales tracking systems

Online communication platforms

Office software

Jobbeschreibung

Company Description

KAZE GROUP is focused on redefining the Takaful industry through strong leadership, continuous innovation, and a spirit of unity. The organization is committed to offering ethical, Shariah-compliant protection solutions that support the long-term financial well-being of its clients. By embracing modern tools and approaches, KAZE GROUP aims to make Takaful more accessible, transparent, and relevant to today’s customers. Team members are encouraged to collaborate, share ideas, and contribute to a culture that values integrity, service, and community impact.

Role Description

This full-time Takaful Agent role is a hybrid position based in Damansara, with flexibility for some work-from-home arrangements. The Takaful Agent will engage with prospective and existing clients to understand their protection and financial needs, explain Takaful products, and recommend suitable solutions. Daily responsibilities include meeting clients in person and online, conducting needs analyses, preparing proposals, and guiding clients through the enrollment process. The role also involves maintaining ongoing relationships, handling basic policy servicing requests, and ensuring all activities comply with relevant Takaful guidelines and regulations. The agent will collaborate with colleagues, attend training sessions, and participate in outreach or marketing initiatives to grow the client portfolio.

Qualifications

• Strong interpersonal, communication, and client service skills, with the ability to build trust and long-term relationships.
• Basic understanding of financial planning, insurance or Takaful concepts, and willingness to deepen knowledge of Shariah-compliant products.
• Ability to work in a hybrid environment, manage time effectively, and handle both in-person and remote client engagements.
• Comfort with digital tools, including online communication platforms, CRM or sales tracking systems, and basic office software.
• Proactive, goal-oriented mindset with resilience in sales environments and openness to coaching and continuous learning.
• Minimum educational background at diploma level or equivalent; relevant certifications in Takaful or financial services are an advantage.
• Prior experience in sales, customer service, or financial services is beneficial but motivated entry-level candidates are encouraged to apply.