Sales Advisor

AIA; Kuala Lumpur; Hybrid; MYR 40,000 - 65,000; Full time

Job summary

AIA Group Limited in Kuala Lumpur is seeking a Sales Advisor for a full-time, hybrid role. You will engage prospective and existing customers, understand protection and savings needs, and recommend suitable AIA insurance and financial solutions.

You will conduct consultations, prepare proposals, follow up on leads, and manage the sales process from contact to policy issuance. Join a team focused on customer service, accurate records in AIA systems, and meeting sales targets.

Qualifications

• Diploma or degree in business, finance, marketing, or a related field.
• Relevant professional certifications are an advantage.
• Experience in financial services or insurance is preferred.

Responsibilities

• Engage prospective and existing customers to assess protection and savings needs.
• Provide consultations and prepare proposals for suitable solutions.
• Follow up on leads and manage end-to-end sales activities from contact to policy issuance.
• Maintain accurate client records in AIA systems and ensure data integrity.
• Participate in training programs and outreach events to grow the client base and stay compliant.

Skills

Interpersonal skills

Communication

Customer service

Sales abilities

Training aptitude

Education preference

Digital tools

CRM systems

Education

Diploma or degree in business/finance/marketing

Tools

CRM systems

Online communication platforms

Job description

AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with operations across 18 markets and strategic partnerships in India and China. Established in Shanghai in 1919, AIA is a long-standing market leader in Asia (excluding Japan), supported by total assets of US$360 billion as of 30 June 2026. The Group serves over 45 million individual policyholders and more than 16 million members of group insurance schemes through an extensive network of agents, partners, and employees. AIA offers a broad portfolio of life, accident, health, savings, employee benefits, credit life, and pension solutions that meet long-term protection and financial needs. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited and also trades via American Depositary Receipts under the ticker symbol “AAGIY”.

Role Description

The Sales Advisor role at AIA is a full-time, hybrid position based in Kuala Lumpur, with flexibility for some work-from-home arrangements. The Sales Advisor is responsible for engaging prospective and existing customers, understanding their protection and savings needs, and recommending suitable AIA insurance and financial solutions. Day-to-day activities include conducting consultations, preparing proposals, following up on leads, and managing the end-to-end sales process from initial contact to policy issuance. The role also involves providing ongoing customer service, maintaining accurate records in AIA’s systems, and collaborating with team members to achieve sales and service targets. Sales Advisors may participate in training programs, promotional events, and outreach activities to grow their client base and stay current with product and regulatory updates.

Qualifications

• Strong interpersonal skills and the ability to build trust-based relationships with diverse customers and colleagues.
• Excellent communication capabilities, including clear spoken and written communication and active listening.
• Customer service and client care skills, with a focus on responsiveness, follow-through, and solution-oriented support.
• Proven sales abilities, including prospecting, needs analysis, negotiation, and closing, ideally within financial services or insurance.
• Training and coaching aptitude, with willingness to participate in continuous learning and apply new product and compliance knowledge.
• Diploma or degree in business, finance, marketing, or a related field is preferred; relevant professional certifications are an advantage.
• Comfort with using digital tools, CRM systems, and online communication platforms to manage sales activities and client interactions.
• High level of integrity, adherence to regulatory requirements, and commitment to ethical sales practices.