Takaful Adviser

2 days ago

Kuala Lumpur, Kuala Lumpur, Malaysia Victory Inspire Billionaires Full time 30,000 - 60,000 per year

Company Description

Victory Inspire Billionaires (VIB), located in Wangsa Maju, Kuala Lumpur, is a leading Financial Consultation Agency specializing in Islamic financial services. Since its establishment in 2007, VIB has supported individuals and families in achieving financial independence through investment, Takaful protection, retirement planning, passive income, and wealth advisory. Led by experienced industry professionals, VIB operates with a team of over 2,000 consultants, offering clients high-value returns and market-leading solutions. The company emphasizes professional and personalized financial services, supported by ongoing training and business opportunities for its advisors.

Role Description

This is a full-time, remote position for a Takaful Adviser. The Takaful Adviser will be responsible for engaging with clients to provide tailored financial planning services and Islamic financial products. Responsibilities include conducting financial consultations, developing strategies for investment, savings, and protection, and guiding clients in achieving their financial goals. The role involves consistent client communication, educating clients on available financial solutions, and attending training sessions to stay updated on industry practices.

Qualifications

  • Proficiency in investment planning, protection with Takaful, and financial strategies
  • Strong communication, consultation, and interpersonal skills for client engagement
  • Ability to analyze financial information and propose personalized solutions
  • Experience in wealth management, financial planning, or related fields
  • Passion for Islamic financial products and understanding of Takaful principles
  • Self-motivated, goal-driven mindset with the ability to work remotely and manage time effectively
  • Optional but advantageous: Bachelor's degree in Finance, Business, or related fields, and certifications relevant to financial planning

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