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Insurance Sales Specialist

3 weeks ago

Ipoh, Perak, Malaysia AIA Malaysia Full time

At AIA Malaysia, we strive to help customers understand and manage their health, wealth, and long-term savings and protection needs.

This full-time hybrid role involves working with customers to provide tailored solutions for their financial goals.

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

Key Responsibilities:

  • Built relationships with customers and understood their financial needs
  • Provided advice on insurance and general insurance products
  • Maintained accurate records of customer interactions and transactions
  • Worked collaboratively with other teams to achieve business objectives