Licensed Insurance Agent

AIA; Klang City; On-site; MYR 40,000 - 60,000; Full time

Job summary

AIA Financial Advisers (AIA FA) is looking for a Licensed Insurance Agent to join our on-site team in Klang. The role involves meeting with prospective and existing clients to assess financial needs and recommend insurance and protection solutions.

As a full-time agent, you will present policy options, prepare applications, manage renewals, maintain compliant records, and provide ongoing client support while staying updated on product changes and market trends.

Qualifications

• Ability to perform Insurance Sales, including prospecting, needs analysis, and closing, with ethical and customer-centric practices.
• Strong understanding of Insurance products, brokerage processes, policy structures, coverage options, and regulatory requirements.
• Basic to intermediate knowledge of Finance, budgeting, and the role of insurance within overall financial planning.
• Excellent customer service, including clear communication, active listening, and handling inquiries professionally.

Responsibilities

• Meet with prospective and existing clients to assess their financial needs and recommend suitable solutions.
• Present policy options, prepare and process applications, and manage renewals.
• Ensure accurate documentation and regulatory compliance.
• Provide ongoing support and handle inquiries and claims-related questions.
• Maintain relationships through regular follow-ups and reviews.
• Stay informed about product updates and market trends to give informed advice.

Skills

Insurance sales

Prospecting

Needs analysis

Closing

Customer service

Regulatory compliance

Education

Insurance licensing

Job description

Company Description AIA Financial Advisers (AIA FA) is dedicated to providing customers with accessible, high-quality, face-to-face financial advice and a wide range of financial solutions. Its representatives are selected through a rigorous process to ensure strong knowledge, relevant experience, and a commitment to placing customers' interests first. The organization emphasizes high standards of professionalism and service excellence in all interactions. AIA FA benefits from the expertise, resources, and support of a leading regional insurer, offering a strong platform for professional growth.

Role Description The Licensed Insurance Agent is a full-time role. The individual in this role will meet with prospective and existing clients to assess their financial needs and recommend suitable insurance and protection solutions. Day-to-day responsibilities include presenting policy options, preparing and processing applications, managing policy renewals, and ensuring accurate documentation and compliance with regulatory requirements. The agent will provide ongoing customer support, handle inquiries and claims-related questions, and maintain strong relationships through regular follow-ups and reviews. The role also involves staying informed about product updates, market trends, and company guidelines to deliver reliable, informed advice.

Qualifications

• Ability to perform Insurance Sales, including prospecting, needs analysis, and closing, with a focus on ethical and customer-centric practices.
• Strong understanding of Insurance products and Insurance Brokerage processes, including policy structures, coverage options, and regulatory requirements.
• Basic to intermediate knowledge of Finance, such as budgeting, protection planning, and the role of insurance within overall financial planning.
• Excellent Customer Service skills, including clear communication, active listening, and handling inquiries and concerns professionally.
• Relevant insurance licensing or certification as required by local regulations; prior experience in insurance or financial services is an advantage.
• Ability to work on-site in Klang, manage a client portfolio, and maintain organized records and follow-ups.
• Strong interpersonal skills, integrity, and a commitment to placing customers' interests at the center of recommendations.
• Proficiency in basic office software and digital tools for client management and documentation; multilingual abilities are a plus.