Life Insurance Specialist

Company Description Advisors Alliance Group (AAG) is a leading financial advisory agency representing AIA Financial Advisers, with a strong presence in Singapore and a growing regional footprint in Jakarta, Indonesia. Established in 1985 and rebranded in 2000, AAG has grown into one of Singapore's largest financial services groups, supported by a network of around 660 advisors. The Jakarta office, opened in 2018, extends AAG's commitment to helping clients improve their long-term financial health through systematic and strategic planning. AAG provides customized solutions to grow, protect, and preserve the wealth of clients and their families, supported by robust training programs that help new advisors become proficient quickly. The organization emphasizes client-focused service, professional excellence, and building life-long partnerships, acting as an authorized representative of AIA Financial Advisers Private Limited.

Role Description The Life Insurance Specialist is a full-time hybrid role based in Greater Jakarta, with a mix of in-office work and some work-from-home flexibility. The specialist will identify clients protection and financial needs, conduct consultations, and recommend suitable life insurance and related solutions aligned with their long-term goals. Daily responsibilities include prospecting and following up with potential clients, presenting product options, preparing proposals, and handling policy applications and documentation in compliance with company and regulatory standards. The role involves ongoing customer service, such as policy reviews, claims support, and coverage updates, to maintain strong client relationships. The Life Insurance Specialist will also participate in training sessions, team meetings, and outreach initiatives to stay current on products, market developments, and best practices.

Qualifications

• Strong insurance domain knowledge, including Insurance and Life Insurance products, and understanding of protection and wealth preservation concepts.
• Proficiency in Insurance Sales and Sales activities, including prospecting, needs analysis, and closing in a consultative, client-centric manner.
• Customer Service skills, with the ability to build long-term relationships, manage client expectations, and provide ongoing support and policy reviews.
• Basic to intermediate Finance knowledge, with the ability to explain financial planning concepts and align insurance solutions with clients financial goals.
• Effective communication and interpersonal skills, with the ability to present complex information clearly and build trust across diverse client profiles.
• High level of integrity, professionalism, and adherence to regulatory and ethical standards in financial advisory work.
• Ability to work independently and in a team, manage time and priorities, and adapt to a hybrid work environment in Greater Jakarta.
• Relevant academic background in Finance, Business, Economics, or related fields is beneficial; prior experience in insurance or financial services is an advantage.