Life Planner

Aia Public Takaful; Kuala Lumpur; Hybrid; MYR 47,000 - 69,000; Full time

Job summary

AIA Public Takaful in Kuala Lumpur seeks a Life Planner to meet clients, assess protection needs, and recommend Takaful and insurance plans. The role combines client advisory duties with active sales activities and ongoing service commitments in a hybrid work setting.

You will conduct needs analyses, prepare proposals, and manage applications, renewals, and claims support while pursuing defined sales and service targets.

Qualifications

• Strong knowledge of Insurance and Takaful to advise clients on suitable protection and plans.
• Proven sales skills including prospecting, negotiation, and closing to meet targets.
• Marketing capabilities to support client acquisition and outreach activities.
• Excellent communication and interpersonal skills to explain concepts clearly and build trust.
• Hybrid work environment adaptability and self-motivation.

Responsibilities

• Meet with clients to understand protection needs and explain Takaful/insurance solutions.
• Prepare proposals and manage policy applications and renewals.
• Maintain long-term client relationships and provide ongoing service and claims support.
• Participate in sales activities such as roadshows and webinars; collaborate with team and training sessions.

Skills

Insurance knowledge

Sales skills

Marketing skills

Communication

Hybrid work adaptability

CRM proficiency

Education

Diploma or Bachelor’s degree

Job description

Company Description

AIA Public Takaful is a leading provider of Shariah-compliant protection and savings solutions in Malaysia, offering products that support long-term financial security and wellbeing. The organization combines global insurance expertise with a strong local presence to serve diverse communities across the country. AIA Public Takaful focuses on helping individuals and families plan for life's uncertainties through ethical, customer-focused services. The company emphasizes professional development, performance-based growth opportunities, and a supportive work environment for its team members.

Role Description

The Life Planner is a full-time, hybrid role based in the Federal Territory of Kuala Lumpur, Malaysia, with flexibility for some work-from-home arrangements. The Life Planner will meet with clients to understand their financial protection needs, explain Takaful and insurance solutions, and recommend suitable plans. Daily tasks include prospecting for new clients, following up on leads, conducting needs analyses, preparing proposals, and managing policy applications and renewals. The role also involves maintaining long-term client relationships, providing ongoing service and claims support, and participating in sales and marketing activities such as roadshows, webinars, and community engagements. Life Planners will collaborate with team members, attend training and coaching sessions, and work toward defined sales and service targets.

Qualifications

• Strong knowledge and interest in Insurance and General Insurance to advise clients on appropriate protection and Takaful solutions.
• Demonstrated Sales skills, including prospecting, negotiation, and closing, to achieve and exceed performance targets.
• Marketing capabilities to support client acquisition, branding initiatives, and outreach activities.
• Effective communication and interpersonal skills, with the ability to explain financial concepts clearly and build trust-based relationships.
• Self-motivated, goal-oriented, and able to work both independently and as part of a team in a hybrid environment.
• Comfortable using digital tools, CRM systems, and online communication platforms for client engagement and reporting.
• Prior experience in financial services, insurance, or customer-facing roles is an advantage.
• Minimum diploma or bachelor's degree in any field is preferred; relevant professional certifications in insurance or Takaful are beneficial.