Islamic Wealth Planner

1. Position Overview

The Takaful Advisor is responsible for educating individuals and families on financial protection through Takaful solutions, providing professional consultation and maintaining long-term customer relationships.

2. Key Responsibilities

• Identify and approach potential customers through online and offline channels.
• Conduct financial needs analysis and recommend suitable Takaful solutions.
• Explain Takaful products, benefits and policy coverage clearly.
• Assist customers with applications, documentation and policy servicing.
• Provide after-sales service and claims assistance.
• Achieve sales targets and participate in company marketing activities.
• Maintain compliance with company policies and regulatory requirements.
• Attend training programmes and continuously improve product knowledge.

3. Required Skills & Competencies

• Good communication and interpersonal skills
• Customer-oriented mindset
• Sales and negotiation skills
• Self-motivated and target-driven
• Professional ethics and integrity
• Basic digital literacy

4. Expected Learning Outcomes

• Develop professional sales skills.
• Understand Takaful products and financial protection.
• Improve customer engagement and communication.
• Build confidence in financial advisory.
• Gain practical industry experience.

5. Employment Information

Position : Takaful Advisor / Takaful Consultant

Industry : Financial Services (Takaful)

Company : PMG Venture Capital Sdn. Bhd.

Programme : NextGen Sellers

Pay: RM1,800.00 per month

Benefits:

• Opportunities for promotion
• Professional development

Work Location: In person