Peruding Kewangan Islam Takaful

Company Description Prudential BSN Takaful Berhad (PruBSN) is Malaysia’s leading family takaful operator, known for its customer-centric approach, multi-channel distribution, and innovative, technology-driven solutions. The organization focuses on creating an environment where people find value and purpose in their work while delivering strong results for customers, shareholders, and communities. PruBSN invests heavily in talent development through comprehensive training, workshops, and leadership programmes that support long-term career growth. The company emphasizes performance-based rewards, open communication, and employee engagement, including opportunities for volunteering and community outreach. PruBSN is committed to maintaining a diverse and inclusive workforce where all team members are respected and supported.

Role Description The Peruding Kewangan Islam Takaful role is a full-time with basic salary or Part Time position based in Petaling Jaya or any of our branches with a hybrid work arrangement, combining office presence with some work-from-home flexibility. This role focuses on providing Shariah-compliant financial and takaful advisory services, helping customers understand and select appropriate family takaful products that align with their financial goals and values. Day-to-day responsibilities include meeting and consulting with customers, assessing protection and savings needs, explaining product features and benefits, and preparing proposals and documentation. The role also involves monitoring policy performance, supporting claims-related inquiries, and maintaining accurate records in line with regulatory and company standards. Team members are expected to collaborate with colleagues across sales, operations, and customer service, while adhering to Islamic finance principles and delivering a professional, ethical customer experience.

Qualifications

• Knowledge of Islamic finance and takaful, including Shariah principles, family takaful products, and basic financial planning concepts.
• Customer-facing skills such as relationship building, consultative selling, and the ability to explain complex information in clear, accessible language.
• Analytical and organizational capabilities, including attention to detail, documentation accuracy, and the ability to manage multiple customer cases simultaneously.
• Communication skills in written and spoken language, with the ability to conduct professional conversations and presentations in a multicultural environment.
• Comfort with digital tools and technology, including office productivity software, CRM or sales systems, and online communication platforms.
• Relevant academic background, such as a diploma or degree in finance, Islamic banking, business, economics, or a related field; professional certifications in Islamic finance or takaful are an advantage.
• Demonstrated integrity, ethical conduct, and commitment to customer-centric service in line with Islamic values and regulatory requirements.
• Ability to work both independently and as part of a team in a hybrid environment, showing adaptability, resilience, and willingness to learn.