Life Insurance Agent

AAG International, Indonesia; Gelora; On-site; IDR 89,280,000 - 167,400,000; Full time

Job summary

Advisors Alliance Group (AAG) in Greater Jakarta seeks a full-time Life Insurance Agent to meet with clients, assess protection needs, and propose suitable life insurance solutions.

You will prospect, network, conduct needs-based reviews, prepare proposals, and support clients through underwriting and policy servicing, with training and regulatory knowledge provided.

Qualifications

• Candidates should possess skills in Insurance Sales and Insurance Brokerage to identify client needs, present suitable solutions, and manage policy acquisition effectively.
• Candidates should possess skills in Insurance and Finance to understand life insurance products, basic financial planning concepts, and how coverage fits into long-term financial goals.
• Candidates should possess strong Customer Service skills to build trust, maintain long-term client relationships, and handle inquiries and concerns with professionalism.
• Strong communication and interpersonal skills, with the ability to explain complex financial concepts in clear, simple terms.
• High level of integrity, ethical judgment, and commitment to client-centric advisory practices.
• Ability to work in an on-site, fast-paced sales environment, with strong self-motivation and goal orientation.
• Prior experience in life insurance, financial services, or sales is an advantage but not mandatory; fresh graduates with strong potential are welcome.
• Relevant educational background in finance, business, economics, or related fields is beneficial; appropriate licensing or certification will be required based on local regulations.

Responsibilities

• Meet with prospective and existing clients to assess financial protection needs and recommend suitable life insurance products.
• Prospect and network to generate new client relationships and maintain ongoing client servicing.
• Prepare and present insurance proposals; support clients through underwriting and policy issuance processes.
• Provide policy servicing, respond to client inquiries, manage renewals, and assist with claims when needed.

Job description

Company Description

Advisors Alliance Group (AAG) is a leading financial advisory agency representing AIA Financial Advisers, with roots dating back to 1985 and a strong presence in Singapore and the region. The group has grown to one of the largest financial services organizations in Singapore, with around 660 advisors supporting clients through structured financial advisory and wealth management services. In 2018, AAG expanded regionally by opening its first office in Jakarta, Indonesia, to serve clients across Greater Jakarta. AAG invests heavily in training and a culture of excellence, enabling new advisors to become proficient quickly and to achieve strong recognition in the industry. The company focuses on building long-term partnerships with clients, offering customized solutions to grow, protect, and conserve their wealth at every stage of life.

Role Description

This is a full-time, on-site Life Insurance Agent role based in Greater Jakarta. The Life Insurance Agent will meet with prospective and existing clients to assess their financial protection needs, explain life insurance and related solutions, and recommend suitable products and plans. Daily activities include prospecting and networking, conducting needs-based financial reviews, preparing insurance proposals, and supporting clients through the application and underwriting processes. The role also involves ongoing policy servicing, responding to client inquiries, managing renewals, and providing claims support where needed. The Life Insurance Agent will collaborate with the AAG team, participate in training programs, and maintain up-to-date knowledge of insurance products, regulatory requirements, and market trends.

Qualifications

• Candidates should possess skills in Insurance Sales and Insurance Brokerage to identify client needs, present suitable solutions, and manage policy acquisition effectively.
• Candidates should possess skills in Insurance and Finance to understand life insurance products, basic financial planning concepts, and how coverage fits into long-term financial goals.
• Candidates should possess strong Customer Service skills to build trust, maintain long-term client relationships, and handle inquiries and concerns with professionalism.
• Strong communication and interpersonal skills, with the ability to explain complex financial concepts in clear, simple terms.
• High level of integrity, ethical judgment, and commitment to client-centric advisory practices.
• Ability to work in an on-site, fast-paced sales environment, with strong self-motivation and goal orientation.
• Prior experience in life insurance, financial services, or sales is an advantage but not mandatory; fresh graduates with strong potential are welcome.
• Relevant educational background in finance, business, economics, or related fields is beneficial; appropriate licensing or certification will be required based on local regulations.