Financial Sales Consultant

Company Description ASKARI FAMILY TAKAFUL is a takaful (Islamic insurance) provider offering protection and savings solutions aligned with Shariah principles. The organization focuses on helping individuals and families secure their financial future through ethical and transparent financial products.

ASKARI FAMILY TAKAFUL emphasizes long-term relationships with clients, providing guidance and support tailored to their needs. The company values integrity, customer service, and professional growth, offering opportunities for team members to build impactful careers in the financial services sector.

Role Description The Financial Sales Consultant is a full-time, on-site role based in Karāchi. This position is responsible for identifying prospective clients, presenting takaful and financial solutions, and managing the end-to-end sales cycle from initial contact to policy issuance.

Daily tasks include conducting client meetings, assessing financial needs, recommending suitable protection and investment plans, and maintaining accurate records of client interactions and portfolios. The consultant will collaborate with internal teams to ensure smooth onboarding, provide ongoing client service, and meet individual and team sales targets. The role also involves staying updated on company products, market trends, and regulatory requirements to offer informed, compliant advice.

Qualifications

Candidates should possess strong Financial Planning and Retirement Planning skills to assess client needs and propose appropriate long-term solutions.
Candidates should possess solid Investments and Finance knowledge to explain product features, risk profiles, and potential returns.
Candidates should possess robust Analytical Skills to interpret client data, analyze financial goals, and structure suitable plans.
Candidates should possess excellent communication and interpersonal skills to build trust, present complex information clearly, and maintain client relationships.
Candidates should possess proven sales or business development experience in financial services or related fields; prior experience in takaful or insurance is an advantage.
Candidates should possess the ability to work on-site in Karāchi, manage time effectively, and meet performance targets in a dynamic environment.
Bachelor’s degree in Finance, Business, Economics, or a related discipline is preferred; relevant certifications in financial planning or investments are beneficial.