Life Advisor / Life Planner / Insurance Agent

Lee Keng Herng; Penang; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial services academy in Penang is seeking Life Advisors/Life Planners/Insurance Agents to provide financial advice and build client relationships. This role includes structured training and mentorship, with a focus on achieving sales targets and establishing a personal brand. No prior experience is necessary, as comprehensive training will be provided. Candidates should be open to travel and fluent in English; Mandarin is an asset. Attractive commissions and bonuses are offered.

Benefits

Structured training and mentorship

Monthly financial support

Attractive commission and bonuses

Fast-track career advancement

Qualifications

• Diploma or Bachelor's Degree Holder in any field.
• English proficiency and Mandarin for Mandarin-speaking clients.
• No working experience required; training provided.

Responsibilities

• Provide financial advice and propose insurance/investment solutions.
• Build long-term relationships with clients.
• Develop knowledge of financial products and market trends.
• Achieve sales targets and strive for MDRT qualification.
• Attend training programs and coaching sessions.
• Maintain high ethical standards.

Skills

Communication skills

Customer relationship management

Ability to learn financial products

Education

Diploma or Bachelor's Degree in any field

Job description

Life Advisor/Life Planner/Insurance Agent

AIA Elite Academy is not just a recruitment program — it’s a launchpad for ambitious individuals who want to build a sustainable and successful career in wealth management and financial advisory. Designed for top talent, the program combines intensive training, strong mentorship, and generous financial support to accelerate your success.

✅Structured Training & Mentorship

You will receive world‑class training and personalized coaching from industry leaders to help you achieve MDRT (Million Dollar Round Table) standards — a global benchmark in financial advisory excellence.

✅Professional Branding

We help you build a credible personal brand through digital tools, marketing support, and business strategy planning — making you stand out as a trusted financial consultant.

A clear pathway from financial advisor to leader, with fast‑track opportunities for those who perform.

Key Responsibilities:

1. Provide financial advice and propose suitable insurance and investment solutions
2. Build long‑term relationships with clients through trust and professionalism
3. Continuously develop knowledge of financial products and market trends
4. Achieve sales targets and strive for MDRT qualification
5. Attend Elite Academy training programs and coaching sessions
6. Maintain high ethical and compliance standards in all dealings

Requirements:

• Diploma or Bachelor's Degree Holder in any field
• Language: English, Mandarin-speaking candidates who will be serving Mandarin-speaking customers.
• No working experience is needed, training and roadmap will be provided
• Willing to travel
• Able to deal with people and manage customer relationship

Benefits provided:

• Structured training and mentorship under AIA Elite Academy
• Monthly financial support/allowance (based on performance)
• Attractive commission, bonuses, and incentive trips
• Personal branding, digital marketing, and business development support
• Fast‑track career advancement opportunities