Life Planner

AIA; West Coast Division; Hybrid; MYR 40,000 - 70,000; Full time

Job summary

AIA in Kota Kinabalu is seeking a Life Planner to engage with individuals and families, assessing financial protection and savings needs and tailoring life and health insurance solutions.

You will build a client portfolio, conduct policy reviews, prospect new clients, participate in marketing activities, and ensure records meet regulatory standards while collaborating with internal teams.

Qualifications

• Strong knowledge and practical understanding of Insurance and General Insurance products and services.
• Proven abilities in Sales and client acquisition, with experience in building and maintaining long-term customer relationships.
• Marketing skills, including ability to promote financial solutions and participate in outreach or campaigns.
• Effective communication and interpersonal skills, with ability to explain complex financial concepts clearly.
• Self-motivated, goal-oriented, and comfortable working in a hybrid environment with measurable performance targets.
• Relevant professional certifications or licenses in insurance or financial planning are an advantage.
• Diploma or degree in Business, Finance, Marketing, or a related field is preferred, though equivalent experience may be considered.

Responsibilities

• Meet with individuals and families to understand financial protection and savings needs and recommend suitable life and health insurance solutions.
• Develop and manage a portfolio of clients; conduct regular policy reviews and provide ongoing support.
• Prospect new clients and participate in marketing or community outreach activities.
• Maintain accurate records and documentation in compliance with regulatory and company standards.
• Collaborate with internal teams and participate in training sessions to stay updated on product offerings.

Job description

Company Description

AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with operations across 18 diverse markets. Established in Shanghai in 1919, AIA has grown into a market leader in Asia (excluding Japan), holding strong positions across most of its locations and managing total assets of US$360 billion as of 30 June 2026. AIA offers a broad range of solutions including life, accident, and health insurance, as well as savings plans, employee benefits, credit life, and pension services. Through an extensive network of agents, partners, and employees, the Group serves more than 45 million individual policyholders and over 16 million members of group insurance schemes. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited, with American Depositary Receipts traded over the counter under the ticker symbol “AAGIY”.

Role Description

The Life Planner role at AIA is a full-time position based in Kota Kinabalu with a hybrid work arrangement, combining on-site client engagement with some work-from-home flexibility. Day-to-day responsibilities include meeting with individuals and families to understand their financial protection and savings needs, and recommending suitable life and health insurance solutions aligned with AIA’s product offerings. The Life Planner will develop and manage a portfolio of clients, conduct regular policy reviews, and provide ongoing support to ensure coverage remains relevant to changing circumstances. The role also involves prospecting new clients, participating in marketing and community outreach activities, and maintaining accurate records and documentation in compliance with regulatory and company standards. Collaboration with internal teams and participation in training sessions are expected to stay informed on product updates and industry developments.

Qualifications

• Strong knowledge and practical understanding of Insurance and General Insurance products and services.
• Proven abilities in Sales and client acquisition, with experience in building and maintaining long-term customer relationships.
• Skills in Marketing, including the ability to promote financial solutions and participate in outreach or campaigns.
• Effective communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and accessible manner.
• Self-motivated, goal-oriented, and comfortable working in a hybrid environment with measurable performance targets.
• Relevant professional certifications or licenses in insurance or financial planning are an advantage.
• Diploma or degree in Business, Finance, Marketing, or a related field is preferred, though equivalent experience may be considered.