Life Planner & Wealth Protection Advisor (Jakarta)

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

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