Life Planner

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, with around 660 advisors providing comprehensive financial advisory services. The organization is known for robust training programs and a culture of excellence that help new advisors quickly become proficient and achieve industry recognition. AAG focuses on long-term partnerships with clients, offering customized solutions to grow, protect, and conserve their wealth across different life stages. As an authorized representative of AIA Financial Advisers Private Limited, AAG is committed to delivering quality services and solutions that support clients financial growth and sustainability.

Role Description The Life Planner is a full-time, on-site role based in Jakarta, Indonesia. This role involves engaging prospective and existing clients to understand their financial goals and needs, and recommending suitable insurance and financial solutions. Day-to-day responsibilities include conducting client consultations, performing financial needs analysis, and presenting tailored plans for protection, savings, and wealth accumulation. The Life Planner will also follow up with clients to review and adjust their plans over time, handle policy servicing inquiries, and maintain accurate client records. In addition, the role includes participating in sales and marketing activities, attending training sessions, and collaborating with team members to achieve individual and group performance targets.

Qualifications

• Strong knowledge and practical understanding of Insurance and General Insurance products and concepts.
• Proven ability in Sales, including prospecting, relationship building, and achieving sales targets.
• Foundational skills in Marketing to support client acquisition, branding, and outreach activities.
• Excellent communication and interpersonal skills, with the ability to explain financial concepts clearly.
• Goal-oriented mindset, resilience, and commitment to ethical, client-centric advisory practices.
• Ability to work on-site in Jakarta, Indonesia, and collaborate effectively within a team environment.
• Relevant diploma or bachelor's degree in business, finance, economics, or related field is an advantage.
• Prior experience in financial advisory or insurance is beneficial but motivated entry-level candidates are welcome.