Premier Life Planner

Company Description PT AIA FINANCIAL (AIA) is one of Indonesia’s leading life insurance companies, registered and supervised by the Indonesian Financial Services Authority. As a subsidiary of AIA Group, the company offers a broad range of solutions including life, health, personal accident, unit-linked, Sharia-based insurance, and employee benefits such as severance and pension fund (DPLK). These products are distributed through more than 6,600 professional sales people across multiple channels, including Agency, Bancassurance, Corporate Solutions, and Direct Marketing/Telemarketing. AIA is recognized for its leadership in Indonesia’s life insurance industry and has received multiple awards from independent organizations. Prospective team members join a reputable company with strong support, training, and growth opportunities in the insurance sector.
Role Description The Premier Life Planner is a full-time role based in Bandung with a hybrid work arrangement, combining office presence with some work-from-home flexibility. In this position, the Premier Life Planner helps clients identify their financial protection and investment needs, and recommends appropriate life, health, accident, and pension products. Day-to-day responsibilities include meeting prospective and existing clients, conducting needs-based financial consultations, preparing proposals, and following up on applications and policy servicing. The role also involves collaborating with internal teams and distribution channels, participating in sales and product training, and maintaining accurate records and compliance with regulatory and company standards. The Premier Life Planner is expected to build long-term relationships, achieve sales and service targets, and represent AIA’s values in all customer interactions.
Qualifications

• Candidates should possess strong Insurance and General Insurance knowledge, including understanding of life, health, accident, and pension products.
• Candidates should possess solid Sales skills, with experience in prospecting, consultative selling, and achieving measurable targets.
• Candidates should possess effective Marketing skills, including client relationship building, networking, and basic promotional activities.
• Strong communication and interpersonal skills, with the ability to explain financial and insurance concepts clearly to diverse clients.
• Customer-focused mindset, high ethical standards, and commitment to regulatory and company compliance.
• Ability to work in a hybrid setting in Bandung, manage time independently, and use digital tools for remote client engagement.
• Previous experience in financial services, insurance, banking, or related fields is an advantage.
• Relevant diploma or bachelor’s degree in business, finance, economics, or related discipline preferred.