Financial Services Professional

1 week ago


Ipoh, Perak, Malaysia AIA Malaysia Full time

AIA Malaysia offers a comprehensive suite of financial solutions to meet the diverse needs of our customers.

The Elite Life Planner will be responsible for identifying customer needs, recommending appropriate products, and maintaining relationships with existing clients.

This is a full-time hybrid role based in Ipoh, with the flexibility to work partially from home.

Responsibilities:

  • Provide advice on insurance and general insurance products
  • Maintain accurate records of customer interactions and transactions
  • Collaborate with other teams to achieve business objectives
  • Build relationships with customers and understood their financial needs


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