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Takaful Advisor

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Onsite

Takaful Advisor

Raudhah Synergy Consultancy

Takaful Advisor

Skills

Financial Planning

1 month ago

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Important information


Contract type:

Part time

Salary:

MYR 39,600 – MYR 45,600 / year

Location:

Kuala Selangor, Selangor, Malaysia

Work mode:

Onsite

Published on:

23 September 2026

What they need


As a Takaful Advisor, you are responsible for helping clients identify their financial protection needs and recommending suitable takaful plans based on the Shariah-compliant guidelines of Great Eastern Takaful. You will serve as a trusted reference point, providing ethical, transparent, and professional financial solutions.


Key Responsibilities

  • Provide basic financial consultations on takaful protection, savings, hibah, and future financial planning.
  • Recommend suitable takaful plans according to clients’ needs and budget.
  • Manage client applications, including form submission, eligibility checks, and required documentation.
  • Perform follow-ups and maintain long-term relationships with clients.
  • Build your client network through digital marketing, social media, and networking activities.
  • Present product information using official materials such as Benefit Illustration (BI), Product Disclosure Sheet (PDS), and brochures.
  • Participate in training sessions, coaching, and weekly meetings with Raudhah Synergy Consultation and Great Eastern Takaful.
  • Uphold work ethics, company SOPs, and Shariah standards at all times.

Qualifications

  • Candidates with full working rights for Malaysia aged 21 and above.
  • Minimum SPM / Diploma / Degree (candidates with good communication and personality are preferred).
  • Interest in financial advisory or takaful.
  • Able to work flexibly (full-time or part-time).
  • Highly motivated with strong commitment to self-development.
  • Experience in sales, customer service, or marketing is an advantage (but not required).

Required Skills

  • Strong communication and interpersonal skills.
  • Ability to understand clients’ needs.
  • Disciplined, committed, and able to work independently.
  • Tech-savvy and familiar with social media (FB, IG, TikTok, WhatsApp Business).

Benefits & Rewards

  • High commissions + monthly/quarterly bonuses + overrides.
  • Unlimited income potential (performance-based).
  • Continuous training, mentorship, and exclusive coaching.
  • Fast-track promotion opportunities.
  • Flexible working hours and the ability to work from anywhere.
  • Local and international incentive trips.
  • Special takaful protection plan for Great Eastern Takaful agents.

Our Mission

Raudhah Synergy Consultation is committed to shaping professional takaful advisors who help the community build Shariah-compliant financial plans that are structured, reliable, and impactful for the future of Malaysian families.

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