Senior Financial Advisor

Akari Family Takaful is seeking a dedicated Senior Financial Advisor to join their team. The ideal candidate has at least 2 years of experience in financial advising, with a particular focus on Islamic insurance products known as Takaful. This role involves promoting and selling Takaful products while building and maintaining strong, long-term relationships with clients. The Senior Financial Advisor plays a crucial role in guiding clients through comprehensive financial planning and protection, ensuring they make informed decisions about their financial futures. This position requires a proactive individual who consistently meets monthly sales targets and delivers exceptional after-sales support. The advisor will work independently without team management responsibilities but is expected to engage clients effectively and provide outstanding customer service throughout the sales process and beyond. Candidates should have strong marketing skills to enhance product awareness and drive lead generation in alignment with the companys growth objectives.
Responsibilities

Promote and sell Takaful (Islamic Insurance) products to potential and existing clients.
Generate and qualify leads to build a robust client base.
Develop and maintain long-term relationships with clients to encourage repeat business and referrals.
Provide clients with detailed financial planning advice focusing on protection and risk minimization.
Achieve or exceed monthly sales targets by effectively communicating product benefits and addressing client needs.
Deliver exceptional after-sales support to ensure client satisfaction and retention.
Stay updated on the latest trends and changes in Takaful products and financial planning regulations.
Collaborate with marketing efforts to increase awareness of Takaful offerings.
Prepare and present clear, concise proposals and financial plans to clients.
Manage client inquiries, resolve issues promptly, and provide ongoing support.
Maintain accurate records of client interactions and transactions.
Adhere to all company policies and regulatory requirements related to financial advising and insurance sales.