Takaful Financial Advisor — Hybrid, Client-Focused Wealth

Prudential BSN Takaful Berhad; Muar; Hybrid; MYR 42,000 - 66,000; Full time

Job summary

Prudential BSN Takaful Berhad in Muar seeks a Financial Advisor to provide takaful-based advisory and sales services for individuals and families. You will meet clients, assess goals, and tailor proposals aligned with Shariah principles, while building lasting client relationships.

Role involves staying updated on product features, regulations, and market trends, with a hybrid work arrangement linking branch teams and remote activities to hit sales and service targets.

Qualifications

• Experience in financial planning to assess client needs and design solutions.
• Knowledge of retirement planning and wealth protection strategies.
• Understanding of financial advisory ethics and customer-focused guidance.
• Strong communication and interpersonal skills for diverse clients.
• Ability to work towards targets in a hybrid environment.

Responsibilities

• Meet clients to understand financial goals and provide takaful-based advisory and sales services.
• Assess client needs and propose suitable PruBSN products with clear proposals.
• Prepare and follow up on applications and policy servicing.
• Build and maintain long-term client relationships and conduct basic financial reviews.
• Participate in outreach activities and sales campaigns with the branch team.

Skills

Financial Planning

Retirement Planning

Finance & Investments

Financial Advisory

Communication

Education

SPM / Diploma / Degree in Finance or related field

Job description

Prudential BSN Takaful Berhad in Muar seeks a Financial Advisor to provide takaful-based advisory and sales services for individuals and families. You will meet clients, assess goals, and tailor proposals aligned with Shariah principles, while building lasting client relationships.

Role involves staying updated on product features, regulations, and market trends, with a hybrid work arrangement linking branch teams and remote activities to hit sales and service targets.