- SPM, diploma or degree holders or a related field
- Minimum 1 year of experience or in a finance-related role (would be an advantage)
- Strong knowledge of financial planning concepts and products
- Excellent communication, interpersonal, and problem-solving skills
- Ability to work independently and manage multiple tasks simultaneously
- Hold a valid Malaysian life insurance agent or takaful operator certificate (if none, we can arrange for you)
- Certified Financial PlannerTM (CFP) certification is a plus
Elite Lite Planner - Malaysia, Kuala Lumpur - AIA Malaysia
Description
Company Description
AIA Malaysia is part of AIA Group, the largest independent publicly listed pan-Asian life insurance group. Together, AIA Bhd., AIA PUBLIC Takaful Bhd., AIA General Berhad and AIA Pension and Asset Management Sdn. Bhd. have been serving Malaysians for over seven decades. AIA Malaysia offers innovative and comprehensive conventional and shariah-compliant solutions spanning Life and Health, Family Takaful, Employee Benefits, Motor, Personal Accident, Mortgage, Commercial Insurance and Retirement schemes that meet our customers' health, wealth and protection needs at every life stage.
Through a nationwide service centre network, a well-trained team of more than 2,600 employees, and a diverse distribution footprint that comprises 20,500 strong Life Planner force, exclusive bank partners, corporate sales team, and brokers, AIA Malaysia is committed to partnering their 4.7 million customers throughout their health and wealth journey. AIA Malaysia strives to make a significant and positive impact for their customers and communities, a commitment further reinforced by our Purpose to help millions of people understand and manage their health, wealth and long-term savings and protection needs, ultimately living Healthier, Longer, Better Lives.
Agency Description
Welcome to E-Shine Group.
Your trusted partner in financial planning and well-being.
We help you live healthier, longer, and better lives.
E-Shine is a life planning agency affiliated with AIA. Our Life Planners are committed to providing exceptional financial services to improve your quality of life through increased longevity, better health, and overall well-being. Our focus is on you and your loved ones, and we offer a comprehensive range of protection and financial planning services to help you achieve your financial goals at every stage of life. E-Shine is your one-stop solution for all your financial needs.
Website - https://www.e-
Role Description
This is a part-time hybrid Elite Lite Planner role, located in Kuala Lumpur. Some remote work is acceptable. The role of the Elite Lite Planner requires working closely with the clients to understand and achieve their personal financial goals. The role also involves prospecting for new clients, developing customized financial plans, providing professional financial advice, and serving clients diligently and professionally throughout the planning process.
Qualifications
Please note that only shortlisted candidates will be notified. Thank you for considering a career with E-Shine Group (AIA Malaysia).