Life Planner

AAG International, Indonesia; Jakarta Pusat; On-site; IDR 120,000,000 - 240,000,000; Full time

Job summary

Advisors Alliance Group (AAG) invites a results-driven Life Planner to join our Jakarta team. This full-time, on-site role focuses on meeting clients to understand their financial goals, protection needs, and life plans, then presenting suitable insurance and financial solutions.

You will conduct needs analyses, assist with policy applications, and provide ongoing servicing to build lasting relationships. Compensation is income-based with growth potential within a leading regional advisory

Qualifications

• Understanding of protection, savings, and investment-linked solutions.
• Sales skills: prospecting, client engagement, negotiation, closing.
• Marketing skills: personal branding, client outreach, digital channels.
• Strong interpersonal and communication skills to explain financial concepts and build trust.
• Motivation to achieve targets, high ethics, client-first mindset.
• On-site work in Jakarta, with flexibility for meetings and events.
• Diploma or degree in business, finance, economics, or related field is beneficial; fresh graduates welcome.

Responsibilities

• Meet with clients to understand financial goals and needs.
• Conduct needs analyses and present personalized proposals.
• Assist clients with policy applications and reviews.
• Provide ongoing servicing and relationship management.

Skills

Insurance knowledge

Sales

Marketing

Interpersonal communication

Client relationships

On-site work

Education

Diploma or degree in business/finance/economics

Job description

Company Description Advisors Alliance Group (AAG) is a leading financial advisory agency representing AIA Financial Advisers, with a strong presence in Singapore and a regional office in Jakarta, Indonesia since 2018. Originating in 1985, AAG has grown into one of Singapore’s largest financial services groups, supported by a network of around 660 advisors. The organization focuses on systematic and strategic financial planning to help clients improve their long-term financial health and success. AAG provides customized solutions to grow, protect, and conserve the wealth of clients and their families, emphasizing lifelong partnerships and high-quality service. As an authorized representative of AIA Financial Advisers Private Limited, AAG offers professional expertise tailored to clients’ needs at every life stage.

Role Description This is a full-time, on-site Life Planner role based in Jakarta, Indonesia. The Life Planner will meet with prospective and existing clients to understand their financial goals, protection needs, and life plans, and provide suitable insurance and financial solutions. Daily activities include conducting financial needs analyses, presenting personalized proposals, and assisting clients with policy applications, reviews, and ongoing servicing. The role involves building and maintaining long-term client relationships, following up regularly, and ensuring clients remain informed about product updates and market changes. The Life Planner will also participate in AAG’s training programs, team meetings, and outreach activities to support business development and professional growth. Compensation based income.

Qualifications

• Candidates should possess skills related to Insurance and General Insurance, including an understanding of protection, savings, and investment-linked solutions.
• Candidates should possess skills related to Sales, such as prospecting, client engagement, negotiation, and closing.
• Candidates should possess skills related to Marketing, including basic knowledge of personal branding, client outreach, and use of digital channels.
• Strong interpersonal and communication skills, with the ability to explain financial concepts clearly and build trust-based relationships.
• Motivation to achieve performance targets, high ethical standards, and a client-first mindset.
• Ability to work on-site in Jakarta, Indonesia, with flexibility for client meetings and events.
• Relevant diploma or degree in business, finance, economics, or a related field is beneficial; fresh graduates with strong potential are welcome.