Takaful consultant

PruBSN Takaful; Seberang Perai; On-site; MYR 30,000 - 54,000; Full time

Benefits offered by this job

Training provided

Career development opportunities

Job summary

PruBSN Takaful in Malaysia seeks a dedicated Takaful Consultant to meet clients, assess protection needs and advise on Shariah‑compliant plans. This full‑time, on‑site role is based in Seberang Perai and focuses on clear advisory conversations, thoughtful proposals, and compliant application support.

You will build lasting relationships, conduct reviews, and coordinate with internal teams to ensure smooth policy servicing, with training provided to support your growth in financial planning and

Qualifications

• Clear, empathetic client advisory and build long-term relationships.
• Understanding of takaful concepts, Islamic finance, and basic financial planning.
• Organizational skills to manage client portfolios, documentation, and follow-ups.
• Willingness to learn and undergo structured training.
• On-site client engagement in Seberang Perai and involvement in community events.

Responsibilities

• Meet with prospective and existing clients to understand protection needs and legacy objectives.
• Prepare proposals, explain product benefits and terms, and assist with applications.
• Maintain ongoing client relationships with regular reviews and inquiries.
• Coordinate with internal teams to ensure smooth policy servicing.
• Participate in community outreach, trainings, and meet compliance targets.

Skills

Client advisory

Interpersonal skills

Understanding takaful

On-site engagement

Self-motivation

Education advantage

Digital tools proficiency

Education

Diploma or Bachelor's degree in business/finance/marketing

Job description

Company Description

PruBSN Takaful is a leading takaful provider that supports individuals and families in planning for financial protection and meaningful legacy contributions. The company offers takaful plans that enable clients, including philanthropic high-net-worth individuals, to arrange substantial charitable benefits of up to RM1 million to selected organizations after their passing. PruBSN Takaful is committed to ethical, Shariah-compliant financial solutions that align with clients’ values and long‑term goals. The organization focuses on helping clients protect their loved ones while also creating lasting social impact through structured charitable giving.

Role Description

The Takaful Consultant role at PruBSN Takaful is a full‑time, on‑site position based in Seberang Perai. The consultant will meet with prospective and existing clients to understand their financial protection needs and legacy objectives, and recommend suitable takaful plans that comply with Shariah principles. Day‑to‑day responsibilities include conducting client consultations, preparing proposals, explaining product benefits and terms, and assisting clients through the application and onboarding process. The consultant will also maintain ongoing client relationships, provide regular reviews of coverage, respond to inquiries, and coordinate with internal teams to ensure smooth policy servicing. Additional responsibilities may include participating in community outreach, attending training sessions, and meeting performance and compliance targets.

Qualifications

• Ability to provide clear, empathetic client advisory and build long‑term relationships through strong interpersonal and communication skills.


• Understanding of takaful concepts, Islamic finance, and basic financial planning, or willingness to learn and undergo structured training.


• Organizational skills to manage client portfolios, documentation, and follow‑ups while meeting performance and compliance requirements.


• Comfort with on‑site client engagement in Seberang Perai, including occasional community events, workshops, or outreach activities.


• Self‑motivated, goal‑oriented mindset with integrity and commitment to ethical, customer‑focused service.


• Minimum diploma or bachelor’s degree in business, finance, marketing, or a related field is an advantage; relevant experience in financial services or sales is beneficial.


• Basic proficiency in digital tools and office software for preparing proposals, reports, and managing client information.