Life Planner

7 days ago

Jakarta, Jakarta, Indonesia AIA Full time 120,000,000 - 240,000,000 per year

Company Description

AIA Group Limited and its subsidiaries (collectively "AIA" or the "Group") are the largest independent publicly listed pan-Asian life insurance group. AIA has a presence in 18 markets, including Mainland China, Hong Kong SAR, Thailand, Singapore, Malaysia, Australia, and more. Established in 1919 in Shanghai, AIA is a market leader in Asia based on life insurance premiums and holds leading positions across the majority of its markets. The Group offers life insurance, accident and health insurance, and savings plans, serving over 43 million individual policies and more than 16 million members of group insurance schemes.

Role Description

This is a full-time hybrid role for a Life Planner located in Jakarta, Indonesia, with some work from home acceptable. The Life Planner will be responsible for advising clients on suitable life insurance, retirement, and investment plans that meet their needs and goals. The role involves identifying clients' financial goals, developing customized financial plans, and helping clients understand policy details and options available. Additionally, the Life Planner will build and maintain strong client relationships, stay updated on the latest financial products and services, and achieve sales targets.

Qualifications

  • Insurance and General Insurance skills
  • Sales and Marketing skills
  • Strong communication and interpersonal skills
  • Ability to analyze clients' financial needs and develop suitable plans
  • Experience in the insurance industry is a plus
  • Bachelor's degree in Finance, Business, or related field is preferred

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