Job Scope – AIA Life Planner
- Identify and approach potential clients through networking, referrals, social media, and prospecting activities.
- Conduct financial needs analysis to understand clients’ goals, priorities, and protection needs.
- Recommend suitable life insurance and takaful solutions, including medical, critical illness, accident, education, savings, retirement, and legacy planning.
- Educate clients on the importance of financial protection, wealth preservation, and long-term financial planning.
- Assist clients with policy applications, documentation, underwriting requirements, and policy servicing.
- Provide after-sales service, including policy reviews, claims assistance, beneficiary updates, and ongoing financial consultations.
- Build and maintain strong, long-term relationships with clients by providing professional advice and excellent customer service.
- Stay updated on AIA products, industry regulations, and market trends through continuous training and professional development.
- Achieve individual sales targets and key performance indicators (KPIs) while maintaining compliance with regulatory and company guidelines.
- Participate in recruitment, mentoring, and team development opportunities to grow a successful agency career.
Key Skills Required
- Strong communication and interpersonal skills.
- Sales and negotiation abilities.
- Customer-focused mindset.
- Time management and self-discipline.
- Problem-solving and analytical thinking.
- High level of integrity and professionalism.
- Willingness to learn and continuously improve.
Career Opportunities
An AIA Life Planner can progress to leadership roles such as Unit Manager, Agency Manager, and Agency Director, with opportunities to build and lead a high-performing team while developing a long-term, rewarding career in financial services.
Pay: RM3,600.00 - RM16,000.00 per month
Benefits:
- Flexible schedule
- Opportunities for promotion
- Professional development
- Work from home
Education:
Location:
Willingness to travel:
Work Location: In person