Takaful Consultant

Responsibilities:

• Helps clients accomplish financial objectives by assessing financial situation.
• Developing and presenting financial strategies and plans in order to enhance the business.
• Monitoring changes in financial status and life circumstances.

Job Duties:

• Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
• Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
• Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
• Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
• Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
• Provides financial management information by preparing financial status analyses and reports.
• Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
• Accomplishes organizational goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments

Skills Required:

• Corporate Finance, Financial Diagnosis.
• Financial Operations, Financial Planning and Strategy.
• Financial Skills, Financial Software, Selling to Customer Needs, Informing Others.
• Financial Licenses, Analyzing Information , Business Knowledge

Qualification Required:

• Bachelor with 2 years experience.

• Bachelor in any field.