Life Insurance Specialist

Company Description WongLegacyAdvisory is a dynamic agency that provides financial strategies and solutions for individuals and businesses.

We focus on helping clients achieve long-term financial security and growth through tailored advice and solutions.

Role Description The Life Insurance Specialist role is a full-time position based in Klang valley with a hybrid work arrangement, combining on-site activities with some work-from-home flexibility. In this role, the specialist engages with prospective and existing customers to understand their financial protection needs and recommend suitable life, accident, and health insurance solutions.

Daily responsibilities include conducting consultations, explaining policy features and benefits, preparing proposals, and supporting customers through the application.

The specialist is expected to build long-term relationships with clients, contribute to sales growth, and uphold AIA's commitment to ethical, customer-centric service.

Qualifications

• Demonstrated experience in Insurance Sales and Sales, with the ability to meet targets through ethical and consultative selling will be an added advantage.
• Strong Customer Service skills, including active listening, clear communication, and a focus on building trust and long-term relationships.
• Minimum SPM, diploma or bachelor's degree in business, finance, economics, or a related field, or equivalent professional experience.
• Fluency in English and local languages used in Kelang; strong verbal and written communication skills.
• Relevant certification or license in life insurance or financial services.

WHY AIA

Personalised exposure

Peofessional Growth

Leadership Decelopment

Allowance

A chance to be the Next Gen Millionnaire Campaign for new agents

3-year Agency Buidling plan

A chance to be one of our Top Corprate Advisor (trained, coach anf mentored by Corporate Producer)