Strong customer relationship and communication skills, including the ability to explain financial and takaful concepts clearly and empathetically.
Sales, negotiation, and networking capabilities, with a proven interest in achieving targets and building long-term client portfolios.
Basic financial literacy and understanding of insurance or takaful products; prior experience in financial services, bancassurance, or insurance is an advantage....
Manage and organize the Takaful Consultant’s daily schedule, including setting face-to-face client meetings, managing cancellations, and sending reminders.
Draft, format, and proofread formal letters, proposals, and email correspondence to corporate clients, government departments, and stakeholders.
Maintain an organized filing system for client documents, policy agreements, and agency materials....