Takaful Consultant

Company Description Legasi Group provides comprehensive insurance solutions to individuals and business owners, covering a wide range of risks such as health, life, property, and liability. The company focuses on delivering financial protection and peace of mind through tailored policy offerings. Legasi Group aims to support customers in managing risk effectively and safeguarding their long-term interests. The organization values integrity, customer-centric service, and professional advice in all its engagements.

Role Description The Takaful Consultant is a full-time hybrid role based in the Federal Territory of Kuala Lumpur, Malaysia, with some flexibility for work from home. The consultant will engage with prospective and existing clients to understand their financial protection needs and recommend suitable Takaful and insurance solutions. Day-to-day tasks include conducting needs assessments, presenting product options, preparing quotations, and assisting clients through the application and claims processes. The role also involves maintaining ongoing relationships, following up on renewals, and ensuring high standards of customer service and compliance with regulatory guidelines. The Takaful Consultant will collaborate with internal teams, participate in training sessions, and contribute to sales targets and business growth.

Qualifications

• Ability to build relationships with clients, understand their needs, and provide clear, empathetic explanations of Takaful and insurance solutions.
• Strong communication and presentation skills, including the ability to explain financial concepts in simple, accessible language.
• Basic financial literacy and interest in risk management, insurance, and Takaful principles, with a willingness to learn and stay updated.
• Organizational and time management skills to handle multiple client cases, follow-ups, and documentation accurately.
• Comfort with using digital tools, CRM systems, and online communication platforms for client outreach and remote work.
• Proactive, goal-oriented mindset with the ability to work both independently and as part of a team.
• Previous experience in insurance, Takaful, financial services, or sales is an advantage but not mandatory.
• Relevant diploma or degree in business, finance, or a related field is preferred; candidates with equivalent experience are encouraged to apply.