- Kuala Lumpur Federal Territory Malaysia
Working Location
Job Description
Responsibilities
About AIA | 关于 AIA
AIA Group is the largest independent publicly listed pan-Asian life insurance group, founded in 1919 in Shanghai. With operations in 18 markets and US$360 billion in assets (as of 30 June 2026), AIA serves over 45 million individual policyholders and 16 million group members.
AIA 集团是亚洲最大的独立上市人寿保险集团,1919 年创立于上海,业务遍及 18 个市场。截至 2026 年 6 月 30 日,管理资产达 3,600 亿美元,服务逾 4,500 万名个人保单持有人及 1,600 万名团体保险成员。
The Role | 职位简介
Full-time Insurance Advisor, on-site in Greater Kuala Lumpur. You will understand clients’ protection critical illness, investment and savings needs, and recommend suitable AIA life, health and savings solutions.
全职保险顾问,工作地点在大吉隆坡。你将了解客户的保障与储蓄需求,并推荐合适的 AIA 人寿、重疾,投资及储蓄方案。
Job Scope | 工作内容
1.Client Consultation
Meet clients one-to-one to understand their family situation, goals and protection needs.
一对一面谈,了解客户的家庭状况、财务目标与保障需求。
2.Holistic Financial Planning
Develop plans covering protection, savings, retirement and legacy.
协助客户规划保障、储蓄、退休与财富传承。
3.Proposals & Explanation
Prepare personalised proposals and explain policy features and benefits clearly.
准备个人化方案,并清楚讲解保单内容与好处。
4.After-Sales Service
Provide policy reviews, claims assistance and client record updates.
提供保单检视、理赔协助与客户资料更新。
5.Client & Referral Network
Build long-term client relationships and a trusted referral network.
以长期信任经营客户关系,建立转介绍网络。
6.Training & Compliance
Attend training and team sessions, and comply with AIA and regulatory standards.
参加培训与团队课程,并遵守 AIA 及监管机构的规定。
Qualifications | 任职要求
1.Knowledge of insurance (life, health, savings) and basic finance concepts
了解保险(人寿、健康、储蓄)及基础财务概念
2.Strong communication and customer service skills
良好的沟通与客户服务能力
3.Consulting mindset: needs analysis and solution recommendation
具备顾问思维:需求分析与方案建议
4.Diploma or degree in finance, business, economics or related field (advantageous)
财务、商业、经济或相关领域文凭或学位(优先)
5.Sales or advisory experience (advantageous)
有销售或顾问经验者优先
6.Able to work on-site in Greater KL, meet targets and uphold high ethical standards
能在大吉隆坡现场工作,达成业绩目标,并坚守专业操守
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