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Takaful representative

Company

Prudential BSN Takaful Berhad

Location

george town, penang

Type

Full-time

Role Description

This is a part-time hybrid role based in Georgetown, with flexibility for some work to be performed remotely. The Takaful Representative will engage with clients to understand their financial needs and provide tailored takaful solutions. Responsibilities include building and maintaining client relationships, conducting needs assessments, presenting takaful products, and achieving designated sales targets. The role also involves educating clients on takaful benefits and managing necessary documentation efficiently.

Qualifications

  • Strong interpersonal and communication skills to build client relationships and present solutions effectively.
  • Sales and customer service skills with an ability to meet and exceed sales targets.
  • Time management and organizational abilities to handle multiple clients and tasks.
  • Knowledge of financial planning or takaful/insurance products is a plus.
  • Proactive mindset...

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