AIA Life Planner

AIA; Seremban; Hybride; MYR 48 000 - 78 000; Plein temps

Résumé du poste

AIA Life Planner role based in Seremban is a full-time, hybrid position with some work-from-home arrangement. You will meet with clients to assess their life and health protection needs, recommend suitable solutions, and support long-term savings goals.

The role focuses on building a compliant client portfolio through networking, referrals, and ongoing service. Ideal candidates have strong insurance knowledge, sales and relationship management skills, and the ability to explain complex concepts

Qualifications

• Strong knowledge of insurance products and services, including life and general insurance.
• Proficiency in sales and client relationship management, with the ability to identify needs and close opportunities.
• Marketing skills to promote insurance solutions, build personal branding, and generate leads.
• Ability to explain complex financial and protection concepts clearly.
• Good communication and interpersonal skills with a customer-focused approach.
• Comfort with hybrid working arrangements and independent time management.
• Previous experience in financial services, insurance, or sales is an advantage.
• Relevant professional certifications or licenses (or willingness to obtain them) and regulatory training.

Responsabilités

• Meet with prospective and existing clients to understand their financial protection needs.
• Recommend suitable life and health insurance solutions and support long-term savings goals.
• Prepare proposals, manage policy applications, and provide ongoing policy servicing and claims support.
• Build and maintain a client portfolio through networking, referrals, and marketing activities.
• Participate in training and development programs to stay current on product offerings and regulatory requirements.

Connaissances

Sales

CRM

Insurance

Needs-based consult

Marketing

Communication

Time management

Regulatory training

Formation

Certifications/licenses

Description du poste

Company Description

AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with operations in 18 markets across Asia-Pacific and strategic shareholdings in China and India. Established in Shanghai in 1919, AIA is a long-standing market leader in Asia (excluding Japan), with strong positions in most of its markets and total assets of US$360 billion as of 30 June 2026. AIA offers a broad range of solutions to meet long-term savings and protection needs, including life, accident, and health insurance, as well as savings plans. The Group also provides employee benefits, credit life, and pension services to corporate clients, serving more than 45 million individual policyholders and over 16 million group insurance members. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited, with American Depositary Receipts traded over the counter under the ticker symbol “AAGIY”.

Role Description

The AIA Life Planner is a full-time, hybrid role based in Seremban, with flexibility for some work-from-home arrangements. The Life Planner will meet with prospective and existing clients to understand their financial protection needs, recommend suitable life and health insurance solutions, and support long-term savings and retirement goals. Day-to-day responsibilities include conducting needs-based consultations, preparing proposals, managing policy applications, and providing ongoing policy servicing and claims support. The role also involves building and maintaining a client portfolio through networking, referrals, and marketing activities, as well as participating in training and development programs to stay current on product offerings and regulatory requirements. Collaboration with AIA teams and partners is expected to ensure a high standard of customer experience and compliance.

Qualifications

• Strong knowledge of insurance products and services, including life and general insurance.
• Proficiency in sales and client relationship management, with the ability to identify needs and close opportunities.
• Marketing skills to promote insurance solutions, build personal branding, and generate leads.
• Ability to explain complex financial and protection concepts in clear, accessible language.
• Good communication and interpersonal skills, with a customer-focused and ethical approach.
• Comfort with hybrid working arrangements and the ability to manage time and priorities independently.
• Previous experience in financial services, insurance, or sales is an advantage.
• Relevant professional certifications or licenses (or willingness to obtain them) and completion of required regulatory training.