Company Description
Advisors Alliance Group (AAG) is one of the leading financial advisory agencies in Singapore, representing AIA Financial Advisers. Established in 1985, AAG has grown to become a prominent financial services group, with a strong presence across the region and a regional office in Jakarta, Indonesia, since 2018. Known for its industry-shaping initiatives and comprehensive training programs, AAG ensures new advisors excel in their roles and achieve professional accolades. AAG is dedicated to building lifelong partnerships with clients, offering customized financial planning solutions to enhance their long-term financial well-being. The organization's mission is to support clients financial growth and sustainability with a commitment to excellence and innovation.
Role Description
This is a full-time on-site position based in Jakarta, Indonesia, for the role of Life Planner. The Life Planner will provide personalized financial consulting services, including insurance, investment solutions, and strategic financial planning tailored to clients varied life stages and goals. Daily responsibilities include meeting clients, identifying their financial needs, developing customized strategies, and recommending suitable financial products. The Life Planner will also be responsible for maintaining client relationships, achieving sales targets, and staying updated about market trends and product offerings. Commission Based Income.
Qualifications
- Expertise in Insurance and General Insurance products and strategies
- Strong Sales and Marketing skills to identify and engage with potential clients
- Ability to build and maintain relationships with clients and deliver exceptional customer service
- Effective communication, presentation, and interpersonal skills
- Goal-oriented with strong organizational and analytical abilities
- Relevant certifications in financial planning, insurance, or a related field are an advantage
- Industry experience in financial advisory, insurance, or sales is preferred
