Takaful Consultant

SAR Group KL

Petaling Jaya

On-site

MYR 33,000 - 67,000

Full time

6 days ago
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Benefits offered by this job

Mentorship and growth opportunities

Job summary

SAR Group KL in Malaysia is seeking a Takaful Consultant to grow a flexible career in takaful advisory. The role can be full-time or part-time and involves identifying customer needs, presenting suitable takaful solutions, and providing ongoing support to policyholders.

Day-to-day activities include prospecting and networking, online or phone consultations, explaining product benefits and coverage, and assisting customers with applications and basic claims guidance.

Qualifications

  • Diploma or higher is required.
  • Sales or customer service experience is an advantage but not required.
  • Knowledge of takaful or insurance is a plus.

Responsibilities

  • Identify customer needs and present takaful solutions.
  • Conduct online or phone consultations with clients.
  • Explain product benefits and coverage to customers.
  • Assist customers with applications and basic claims guidance.
  • Maintain accurate client records and meet performance targets.
  • Participate in remote training, coaching, and team meetings.

Skills

Sales
Customer service

Education

Diploma or higher

Job description

SAR Group KL is a takaful agency operating under PruBSN Takaful, with its headquarters in Phileo Damansara 1, Petaling Jaya. The group focuses on building takaful businesses, offering advisory and protection solutions to a diverse customer base. SAR Group KL actively recruits entrepreneurial-minded individuals who are interested in growing a sustainable career in the insurance and takaful sector. The organization providing a collaborative environment with mentorship and growth opportunities. Team members benefit from being part of a well-established agency supported by leading industry partners.

Role Description

This is a full-time or part-time position as Takaful Consultant role designed for individuals who want to grow a flexible career in takaful advisory. The Takaful Consultant will identify customer needs, present suitable takaful solutions, and provide ongoing support to policyholders. Day-to-day activities include prospecting and networking, conducting online or phone consultations, explaining product benefits and coverage, and assisting customers with applications and basic claims guidance. The role also involves maintaining accurate client records, meeting performance targets, and participating in remote training, coaching, and team meetings. Consultants are expected to uphold ethical standards and comply with regulatory and company policies in all customer interactions.

Qualifications
  • Prior experience in sales, customer service, or financial services is an advantage but not required.
  • Minimum educational qualification of a diploma and above (in any fields).
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