Financial & Insurance Advisor

Company Description AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with operations across 18 markets including the Chinese Mainland, Hong Kong SAR, Singapore, Malaysia, Australia, and more. Established in Shanghai in 1919, AIA is a market leader in Asia (excluding Japan) based on life insurance premiums and maintains strong positions in most of its markets. As of 30 June 2026, AIA reported total assets of US$360 billion, reflecting its scale and financial strength. The Group offers a wide range of solutions, including life, accident and health insurance, savings plans, employee benefits, credit life, and pension services, serving over 45 million individual policyholders and more than 16 million group scheme members. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited, with American Depositary Receipts traded in the United States under the ticker symbol AAGIY.
Role Description The Financial & Insurance Advisor is a full-time, on-site role based in WP. Kuala Lumpur. This role is responsible for advising individuals and businesses on appropriate insurance coverage and financial solutions that align with their protection and savings goals. The advisor will conduct needs-based assessments, prepare personalized proposals, and explain product features, benefits, and risks in clear, accessible language. Daily tasks include meeting with clients, responding to inquiries, providing ongoing policy servicing, preparing documentation, and coordinating with internal teams to ensure accurate underwriting, policy issuance, and claims support. The role also involves maintaining up-to-date knowledge of AIA products, regulatory requirements, and market trends to deliver informed and compliant advice, as well as participating in sales and client engagement activities to grow and retain a portfolio of clients.
Qualifications

• Candidates should possess strong Insurance knowledge, including life, health, and protection products, and the ability to match solutions to client needs.
• Candidates should possess solid Finance skills, including basic financial planning, savings and investment concepts, and risk management understanding.
• Candidates should possess Consulting abilities, including needs analysis, solution recommendation, and the capacity to build long-term advisory relationships.
• Candidates should possess excellent Customer Service and Communication skills, including active listening, clear explanation of complex information, and professional interpersonal behavior.
• Relevant academic background in finance, business, economics, or a related field is beneficial; professional certifications in insurance or financial planning are an advantage.
• Ability to work in a structured, target-driven environment, with strong ethical standards and adherence to regulatory and compliance requirements.
• Proficiency in basic office software and digital tools for client management, reporting, and presentations; familiarity with CRM systems is an advantage.