Takaful / Insurance / Unit Trust / Advisor Agent

Summary:

We are seeking a motivated and ethical Takaful Insurance or unit trust Advisor/Agent to join our growing team. As a Takaful specialist, you will play a key role in promoting and selling Shariah-compliant insurance solutions to individuals and families. You will build strong relationships with clients, understand their financial needs, and recommend suitable Takaful plans that provide security and peace of mind. Being part of an experienced team with exceptional leaders you will be led by the very best in the industry.

Responsibilities:

• Prospect and identify potential clients through various channels (networking, referrals, cold calling)
• Conduct need-based assessments to understand client's financial situation and risk tolerance
• Explain Takaful concepts and principles in a clear and concise manner
• Recommend and present suitable Takaful plans (Family Takaful, Medical Takaful, Education Takaful etc.) tailored to client's specific needs
• Negotiate terms and complete Takaful policy applications
• Provide ongoing customer service and support to policyholders
• Maintain accurate records and reports on sales activities
• Achieve set sales targets and contribute to the company's growth