Islamic Wealth Planner

Overview

Provide comprehensive financial and takaful planning services based on Islamic principles

Guide clients in building wealth the halal way —covering protection, savings, retirement, and legacy planning

Build and maintain strong, trust-based relationships with clients

Stay updated on Shariah-compliant financial products and market trends

Conduct financial reviews and customize solutions to meet clients’ goals

Expand your network through fieldwork, referrals, and community engagement

Collaborate with agency team members to share knowledge and grow together

Responsibilities

• Provide comprehensive financial and takaful planning services based on Islamic principles
• Guide clients in building wealth the halal way—covering protection, savings, retirement, and legacy planning
• Build and maintain strong, trust-based relationships with clients
• Stay updated on Shariah-compliant financial products and market trends
• Conduct financial reviews and customize solutions to meet clients’ goals
• Expand your network through fieldwork, referrals, and community engagement
• Collaborate with agency team members to share knowledge and grow together

Qualifications / Application questions

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