Elite Life Planner - Part Time/Full Time (Petaling Jaya)

Ahhaz Intergrated Group; Selangor; Hybrid; MYR 20,000 - 100,000; Full time

Job summary

A financial services provider is looking for an Elite Life Planner in Malaysia, Selangor. This role involves providing personalized financial and life planning services to clients, requiring strong communication and problem-solving skills. You will conduct consultations, develop tailored financial plans, and build client relationships. Ideal candidates will have proficiency in AIA Takaful products and a passion for helping clients achieve financial success. The position offers a hybrid work model with a salary range from RM 3,500 to RM 15,000.

Qualifications

• Excellent communication skills using Takaful products to attract new clients.
• Strong problem‑solving abilities.
• Critical thinking skills.
• Relationship‑building capabilities.
• Proficient time management.
• Sound product knowledge of AIA Takaful products.
• Strong interpersonal skills.
• Prior experience in customer service is a plus.

Responsibilities

• Conduct in‑depth consultations with clients to understand their financial goals.
• Develop comprehensive financial plans tailored to clients' needs.
• Provide expert advice on investments, insurance, and retirement planning.
• Build and maintain strong relationships with clients.
• Deliver engaging presentations on financial strategies.

Skills

Excellent communication skills

Strong problem‑solving abilities

Critical thinking skills

Relationship‑building capabilities

Proficient time management

Sound product knowledge of AIA Takaful products

Strong interpersonal skills

Prior experience in customer service

Education

Post Secondary / Diploma

Job description

Elite Life Planner - Part Time/Full Time (Petaling Jaya)

Summary:
As an Elite Life Planner at AIA, you will be responsible for providing personalized financial and life planning services to clients in order to help them achieve their long‑term goals by providing them sense of confidence & security. This role requires a strong blend of communication skills, problem‑solving abilities, critical thinking, and relationship‑building capabilities to deliver exceptional service to clients.

Key Responsibilities

• Conduct in‑depth consultations with clients to understand their financial goals and objectives
• Develop comprehensive financial plans tailored to each client's unique needs
• Provide expert advice on investments, insurance, retirement planning, and wealth management
• Build and maintain strong relationships with clients through regular communication and follow‑ups
• Deliver engaging presentations to educate clients on financial strategies and products
• Manage time effectively to meet client deadlines and deliver high‑quality service
• Utilize product knowledge to recommend suitable financial solutions
• Demonstrate excellent interpersonal skills to establish trust and credibility with clients
• Provide exceptional customer service and manage client relationships

Required Skills and Qualifications

• Excellent communication skills by utilising "Takaful products" to attract new clients via networking and community involvement.
• Strong problem‑solving abilities
• Critical thinking skills
• Relationship‑building capabilities
• Proficient time management
• Sound product knowledge in Being well‑versed in AIA Takaful products.
• Strong interpersonal skills
• Prior experience in customer service is a plus
• Familiarity with customer relationship management
• Upholding ethical standards in line with Islamic finance
• Post Secondary / Diploma

Years of Working Experience

• 0-1 years

Work Mode

• Hybrid

Location

• Malaysia, Selangor

Salary Range

• RM 3,500 to RM 15,000

If you possess the required skills and qualifications and are passionate about helping clients achieve financial success, we invite you to apply for this exciting opportunity as an Elite Life Planner at AIA.