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Part Time Takaful Advisor with PruBSN

  • Posted 13 hours ago
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Job Description

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Company Description

SAR Group KL is a takaful and insurance agency operating under Prudential and PruBSN Takaful, specializing in comprehensive protection solutions for individuals and families. The group's headquarters is located at Phileo Damansara 1 in Petaling Jaya and serves as a hub for training, support, and business development. SAR Group KL focuses on cultivating entrepreneurial talent to build sustainable careers in the insurance and takaful industry. With an active team of around 300 members, the group offers a collaborative environment, ongoing mentorship, and growth opportunities for new advisors.

Role Description

The Part Time Takaful Advisor with PruBSN at SAR Group KL is responsible for introducing and explaining takaful and insurance solutions to potential and existing clients. This hybrid role is based in Melaka, with flexibility for some work-from-home activities such as online consultations, follow-ups, and administrative tasks. Day-to-day responsibilities include prospecting and engaging new clients, conducting needs-based financial and protection assessments, recommending suitable takaful and insurance plans, and supporting clients throughout the application and onboarding process. The advisor also maintains ongoing relationships with clients, manages policy reviews, and participates in training and team meetings to stay updated on products, regulatory guidelines, and best practices. This is a part time role, suitable for individuals seeking flexible working hours while developing a professional path in the takaful and insurance field.

Qualifications

  • Strong client-facing skills, including communication, active listening, and the ability to explain financial and protection concepts clearly.
  • Sales and business development capabilities, such as prospecting, networking, and managing a personal portfolio of clients.
  • Basic financial literacy and interest in insurance and takaful principles, with the ability to conduct simple needs-based analyses.
  • Comfort with hybrid work arrangements, including using digital tools for remote meetings, follow-up, and documentation.
  • Self-motivated, disciplined, and able to manage part time hours effectively while meeting performance and compliance expectations.
  • Minimum education at secondary level; a diploma or degree in business, finance, or related fields is an advantage.
  • Fluency in English and Bahasa Malaysia; additional local language skills are beneficial for engaging diverse clients.
  • Willingness to complete required licensing, regulatory training, and PruBSN product certification (support and guidance provided)

More Info

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About Company

Job ID: 152061885

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