Insurance Advisor

AIA

Kuala Lumpur

On-site

MYR 60,000 - 90,000

Full time

40 hours ago
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Job summary

AIA Group in Kuala Lumpur is seeking a Full-time Insurance Advisor to work on-site in Greater Kuala Lumpur. You will understand clients' protection, critical illness, investment and savings needs, and recommend suitable AIA life, health and savings solutions.

You will meet clients one-to-one, develop plans for protection, savings, retirement and legacy, prepare personalised proposals and explain policy features. Training and compliance with AIA standards are provided.

Qualifications

  • Knowledge of life, health and savings insurance concepts.
  • Strong communication and customer service skills.
  • Consulting mindset: needs analysis and solution recommendation.
  • Diploma or degree in finance, business, economics or related field (advantageous).
  • Sales or advisory experience (advantageous).
  • Able to work on-site in Greater KL, meet targets and uphold high ethical standards.

Responsibilities

  • Meet clients one-to-one to understand needs.
  • Develop holistic financial plans covering protection, savings, retirement and legacy.
  • Prepare personalised proposals and explain policy features and benefits clearly.
  • Provide policy reviews, claims assistance and client record updates.
  • Build long-term client relationships and a trusted referral network.
  • Attend training and team sessions, and comply with standards.

Skills

Insurance knowledge
Communication skills
Needs analysis
On-site work in KL

Education

Diploma or degree in finance/business/economics

Job description

AIA Group is the largest independent publicly listed pan-Asian life insurance group, founded in 1919 in Shanghai. With operations in 18 markets and US$360 billion in assets (as of 30 June 2026), AIA serves over 45 million individual policyholders and 16 million group members.

Full-time Insurance Advisor, on-site in Greater Kuala Lumpur. You will understand clients' protection critical illness, investment and savings needs, and recommend suitable AIA life, health and savings solutions.

1.Client Consultation

Meet clients one-to-one to understand their family situation, goals and protection needs.

2.Holistic Financial Planning
  • Develop plans covering protection, savings, retirement and legacy.
  • Prepare personalised proposals and explain policy features and benefits clearly.
  • Provide policy reviews, claims assistance and client record updates.
5.Client & Referral Network

Build long-term client relationships and a trusted referral network.

6.Training & Compliance

Attend training and team sessions, and comply with AIA and regulatory standards.

  • 1.Knowledge of insurance (life, health, savings) and basic finance concepts
  • 2.Strong communication and customer service skills
  • 3.Consulting mindset: needs analysis and solution recommendation
  • 4.Diploma or degree in finance, business, economics or related field (advantageous)
  • 5.Sales or advisory experience (advantageous)
  • 6.Able to work on-site in Greater KL, meet targets and uphold high ethical standards
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