AIA Life Planner

AIA; Seremban; Hybrid; MYR 45,000 - 89,000; Full time

Benefits offered by this job

Hybrid work arrangement

Comprehensive training

Job summary

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

Day-to-day tasks include consultations, proposals, policy applications, servicing and claims support, while building a client portfolio through networking and referrals. Training and collaboration with AIA teams ensure compliance and customer excellence.

Qualifications

• Strong knowledge of insurance products and services (life and general)
• Proficiency in sales and client relationship management
• Marketing skills to promote insurance solutions 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 independence
• Experience in financial services, insurance, or sales is an advantage
• Relevant professional certifications or licenses or willingness to obtain them

Responsibilities

• Meet with prospective and existing clients to understand financial protection needs and recommend life/health insurance solutions
• Prepare proposals, manage policy applications, and provide ongoing servicing and claims support
• Build and maintain a client portfolio through networking, referrals, and marketing activities
• Participate in training and development to stay current on products and regulatory requirements
• Collaborate with AIA teams and partners to ensure high customer experience and compliance

Skills

Insurance product knowledge

Sales & relationship management

Marketing skills

Clear concepts explanation

Communication & interpersonal

Hybrid work adaptability

Financial services/sales experience

Education

Licenses or certifications (or willingness to obtain)

Job description

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.