AIA Life Planner | Next Gen Leader

AIA; Kuala Lumpur; Hybrid; MYR 50,000 - 223,000; Full time

Job summary

The AIA Life Planner | Next Gen Leader is a full-time hybrid role based in Kuala Lumpur/ Selangor area, with a combination of in-office and work-from-home arrangements. The role involves meeting with individuals and families to understand their financial protection and savings needs, and recommending suitable life, health, and savings solutions.

Responsibilities include building and managing a portfolio of clients, conducting regular policy reviews, and providing ongoing support to help clients

Qualifications

• Strong knowledge and interest in insurance and life protection.
• Sales experience including client acquisition and relationship management.
• Marketing abilities: outreach, networking, and promotion of financial solutions.
• Understanding of general insurance concepts and related financial products.
• Excellent communication and interpersonal skills for long-term relationships.
• Self-motivated, results-driven and comfortable in a performance-based environment.
• Ability to work in a hybrid setting across Greater Kuala Lumpur and manage time.
• Academic background in business, finance, economics, marketing or related field.
• Fresh graduates with potential encouraged to apply.

Responsibilities

• Build and manage a portfolio of clients.
• Conduct regular policy reviews.
• Provide ongoing support to help clients achieve long-term goals.
• Participate in sales and marketing activities, networking events and training.

Skills

Insurance knowledge

Sales experience

Marketing capabilities

General insurance concepts

Communication skills

Self-motivation

Time management

Education

Business/Finance/Economics/Marketing education

Job description

Start your journey as a Life Planner with startup capital support from RM4,500 to RM20,000 per month, while building your own business, financial planing skills and client relationships.

As you grow, you can progress to Next Gen Leader, where you develop leadership skills, mentor new talents and build your own team. It's more than just a career - it's an opportunity to grow your income, leadership potential and make meaning impact to others.

Role Description

The AIA Life Planner | Next Gen Leader is a full-time hybrid role based in Kuala Lumpur/ Selangor area, with a combination of in-office and work-from-home arrangements. The role involves meeting with individuals and families to understand their financial protection and savings needs, and recommending suitable life, health, and savings solutions.

Responsibilities include

• building and managing a portfolio of clients,
• conducting regular policy reviews, and
• providing ongoing support to help clients achieve their long-term financial and wellness goals.

The Life Planner will also participate in sales and marketing activities, networking events, and training programs to expand market reach and maintain up-to-date knowledge of AIA’s products and industry developments. Day-to-day tasks involve preparing proposals, handling inquiries, ensuring compliance with regulatory requirements, and collaborating with internal teams to deliver a high standard of customer experience.

Qualifications

• Candidates should possess strong knowledge and interest in insurance and life protection solutions.
• Candidates should possess skills and experience in sales, including client acquisition, relationship management, and goal-oriented performance.
• Candidates should possess marketing capabilities, such as outreach, networking, and promoting financial and protection solutions.
• Candidates should possess an understanding of general insurance concepts and related financial products.
• Strong communication and interpersonal skills, with the ability to build trust and long-term relationships.
• Self-motivated, results-driven, and comfortable working in a performance-based environment.
• Ability to work in a hybrid setting in Greater Kuala Lumpur and manage time effectively across in-office and remote work.
• Relevant academic background in business, finance, economics, marketing, or a related field is an advantage.
• Prior experience in financial services, insurance, or advisory roles is beneficial but not mandatory; fresh graduates with strong potential are encouraged to apply.