AIA Life Planner (RintiZ Program) – AIA Elite Academy
Role Summary
The AIA Life Planner (RintiZ Program) is responsible for providing financial planning and insurance solutions to clients. This role involves assessing client needs and developing tailored plans while maintaining relationships to ensure client satisfaction.
Job Description
As an AIA Life Planner under the RintiZ Program, you will engage in continuous learning and professional development to enhance your expertise in the financial services industry. You will work in a dynamic environment focused on client engagement and satisfaction.
Key Responsibilities:
- Assess client needs to provide tailored financial planning solutions.
- Develop and present customized insurance plans to clients.
- Maintain and strengthen client relationships to ensure satisfaction.
- Engage in continuous learning to stay updated on financial products.
- Collaborate with team members to achieve sales targets.
- Conduct market research to identify potential clients.
- Provide exceptional customer service to enhance client experience.
Job Requirements
Possess at least a diploma or degree in any field.
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Goal-oriented with a passion for sales.
Basic understanding of financial products and services.
Willingness to learn and adapt to new challenges.
Previous experience in sales or customer service is an advantage.
Quick Info
Company
AIA Elite Academy
Location
Kuala Lumpur
Salary
Undisclosed
Skills Required
7 skills
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Required Skills
Financial Planning
Insurance Solutions
Client Relationship Management
Sales Strategies
Market Research
Communication
Team Collaboration
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