KL Insurance Advisor: Holistic Financial Planner

AIA; Kuala Lumpur; Presencial; MYR 60.000 - 90.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Insurance knowledge

Communication skills

Needs analysis

On-site work in KL

Educación

Diploma or degree in finance/business/economics

Descripción del empleo

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.