Takaful Advisor (Financial Consultant)

Role Overview

As a Takaful Advisor with our Prudential BSN Takaful agency, you will serve as a trusted consultant to individuals and corporate clients. Your mission is to provide Shariah-compliant solutions for wealth protection, medical coverage, and legacy planning. This is a professional career path designed for those who want to build a sustainable business with a focus on community impact.

Key Responsibilities:

  • Consultative Advisory: Conduct comprehensive financial needs analysis for clients to identify gaps in their protection and savings.
  • Solution Design: Customize Takaful plans including Hibah (Gift), Medical, Retirement, and Education funds.
  • Lead Generation: Utilize digital marketing and networking strategies to build a consistent pipeline of prospective clients.
  • Claim & Policy Service: Assist clients with policy updates and provide guidance during the claims process to ensure a smooth experience.
  • Compliance: Adhere strictly to Bank Negara Malaysia (BNM) and Shariah guidelines in all advisory activities.
Requirements:
  • Education: Minimum Diploma or Bachelor’s Degree (Any field).
  • Communication: Fluent in Bahasa Malaysia; proficiency in English is a significant advantage.
  • Transport: Must possess own transport for client meetings and agency activities.
  • Certification: Candidates with TBE/PCE/CEILI licenses will be fast-tracked (training provided for those without).
  • Background: Experience in banking, hospitality, or customer service is highly valued.
What We Offer:
  • Salary: RM 2,000 – RM 3,000 Base Allowance + Uncapped Commission
  • Earning Potential: Successful Advisors typically reach RM 5,000 – RM 12,000+ monthly within the first year.
  • Professional Development: Daily mentorship and access to Prudential’s world-class training academy.
  • Incentives: Annual rewards including high-end gadgets, cash bonuses, and international travel conventions (Thailand, Vietnam, etc.).
  • Work-Life Balance: Flexible scheduling and hybrid work options once KPIs are met.
Job Types: Full-time, Fresh graduate Pay: RM2,000.00 - RM3,000.00 per month

Benefits

  • Flexible schedule
  • Professional development
  • Work from home
Work Location: In person
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