AIA Life Planner (Next Gen Millionaire Program – AIA Elite Academy
Role Summary
The AIA Life Planner role involves providing tailored financial planning services, developing client relationships, and ensuring satisfaction through continuous support, requiring strong communication skills and a proactive approach to client engagement.
Job Description
As an AIA Life Planner in the Next Gen Millionaire Program, you will be responsible for providing financial planning services, developing client relationships, and offering tailored insurance solutions. You will conduct needs analysis, create financial strategies, and ensure client satisfaction through ongoing support and guidance. This role requires a proactive approach to client engagement and a commitment to continuous learning in the financial services industry.
Job Requirements
Minimum qualification of a diploma or degree in any field
Strong interpersonal and communication skills
Ability to work independently and as part of a team
Goal-oriented with a passion for helping others
Willingness to learn and adapt to new challenges
Basic knowledge of financial products is an advantage
Previous sales experience is a plus
Quick Info
Company
AIA Elite Academy
Location
Kuala Lumpur
Salary
Undisclosed
Skills Required
7 skills
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Required Skills
Financial Planning
Client Relationship Management
Communication
Teamwork
Adaptability
Sales
Problem-Solving
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