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AIA Life Planner

AIA Life Planner

AIA
Fresher
Not Disclosed
  • Posted 13 hours ago
  • Be among the first 10 applicants

Job Description

Company Description AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with operations in 18 markets across Asia-Pacific and strategic shareholdings in China and India. Established in Shanghai in 1919, AIA is a long-standing market leader in Asia (excluding Japan), with strong positions in most of its markets and total assets of US$360 billion as of 30 June 2026. AIA offers a broad range of solutions to meet long-term savings and protection needs, including life, accident, and health insurance, as well as savings plans. The Group also provides employee benefits, credit life, and pension services to corporate clients, serving more than 45 million individual policyholders and over 16 million group insurance members. 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 AIA Life Planner is a full-time, hybrid role based in Seremban, with flexibility for some work-from-home arrangements. The Life Planner will meet with prospective and existing clients to understand their financial protection needs, recommend suitable life and health insurance solutions, and support long-term savings and retirement goals. Day-to-day responsibilities include conducting needs-based consultations, preparing proposals, managing policy applications, and providing ongoing policy servicing and claims support. The role also involves building and maintaining a client portfolio through networking, referrals, and marketing activities, as well as participating in training and development programs to stay current on product offerings and regulatory requirements. Collaboration with AIA teams and partners is expected to ensure a high standard of customer experience and compliance.

Qualifications

  • Strong knowledge of insurance products and services, including life and general insurance.
  • Proficiency in sales and client relationship management, with the ability to identify needs and close opportunities.
  • Marketing skills to promote insurance solutions, build personal branding, and generate leads.
  • Ability to explain complex financial and protection concepts in clear, accessible language.
  • Good communication and interpersonal skills, with a customer-focused and ethical approach.
  • Comfort with hybrid working arrangements and the ability to manage time and priorities independently.
  • Previous experience in financial services, insurance, or sales is an advantage.
  • Relevant professional certifications or licenses (or willingness to obtain them) and completion of required regulatory training.

More Info

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Key Skills

Sales and client relationship management

Knowledge of insurance products and services

About Company