job description
Join Yushahrizan Yunus as a Prudential BSN Takaful Consultant and embark on a rewarding career in financial advisory. This part-time role offers a competitive earning potential of RM3,500 to RM5,000 per month, with opportunities to grow based on performance. As a trusted advisor, you will play a pivotal role in helping clients secure their financial future through tailored takaful (Islamic insurance) solutions.
Based in the vibrant regions of Bali (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung), this role is ideal for self-motivated individuals with a passion for finance, sales, and client service. Whether you're advising on protection plans, assisting with claims, or building long-term relationships, your expertise will make a tangible difference in clients' lives.
No prior experience in financial services? No problem. Comprehensive training and mentorship will be provided to ensure you excel in this dynamic field. Enjoy flexible working hours, uncapped commission potential, and the satisfaction of contributing to financial inclusivity in your community.
Responsibility
- Provide personalized financial and takaful advisory to clients, aligning solutions with their needs and Shariah-compliant principles.
- Educate clients on the benefits of takaful products, including protection, savings, and investment-linked plans.
- Respond promptly to client inquiries via phone, email, or in-person meetings, ensuring a high standard of service.
- Conduct needs analysis to recommend suitable takaful coverage for individuals, families, and businesses.
- Assist clients with claims processing, policy servicing, and renewals to ensure a seamless experience.
- Build and maintain a client portfolio through proactive follow-ups and relationship management.
- Stay updated on industry trends, product updates, and regulatory changes in the takaful sector.
- Achieve and exceed monthly sales targets through effective lead generation and conversion strategies.
Qualifications
- Minimum SPM/Diploma/Degree in any field (finance, business, or related disciplines are a plus).
- Strong communication and interpersonal skills to engage with diverse clients.
- Self-driven with a results-oriented mindset and a passion for sales.
- Basic understanding of Islamic finance principles (training will be provided).
- Ability to work independently and manage time effectively in a part-time capacity.
- Prior experience in sales, customer service, or financial advisory is advantageous but not required.
- Willingness to obtain relevant certifications (e.g., CMFAS, Takaful qualifications) as part of career progression.
- Residents of Bali (Canggu, Ubud, Denpasar, etc.) or willingness to relocate.