AIA Life Planner (Next Gen Millionaire Program – AIA Elite Academy
Role Summary
The AIA Life Planner is responsible for providing financial planning services and developing client relationships. This role plays a crucial part in offering tailored insurance solutions and ensuring client satisfaction in the financial services industry.
Job Description
As an AIA Life Planner in the Next Gen Millionaire Program, you will engage with clients daily, conducting needs analysis and creating financial strategies. You will work in a dynamic environment that emphasizes proactive client engagement and continuous learning.
Key Responsibilities:
- Provide financial planning services to clients.
- Develop and maintain strong client relationships.
- Conduct needs analysis to identify client requirements.
- Create tailored financial strategies and insurance solutions.
- Ensure ongoing client satisfaction through support and guidance.
- Engage proactively with clients to enhance their financial literacy.
- Adapt to new challenges and continuously learn about financial products.
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
Analytical Thinking
Problem Solving
Sales Skills
Adaptability
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