“A Life Planner?” you might be thinking. “Planning other people’s lives? I’ve never done anything like that before, so how do I know if I’d be good at it?”
Even if you have no experience with insurance, there are certain qualities and characteristics that all prospective Life Planners should have.
For example: is pushing yourself to become better a daily habit for you? Do you always find it easy to connect with others? Do you take challenges head on, no matter how hard they may be? Do you enjoy helping people, particularly with managing their finances and planning for the future? And are you always looking to learn new things? Do you enjoy being empowered and in control of your time?
If you answered yes to the questions above, you may enjoy being a Life Planner.
Being a Life Planner can be challenging, but it is also tremendously rewarding. After all, you are helping your customers protect the people and things that they hold most valuable.
As an AIA Life Planner, you will meet people from all walks of life. That’s why it’s key that you are able to empathise with as many of them as possible to create fruitful and long-lasting relationships. You are also expected to have a proactive attitude and pick up relevant skills that will help you in your daily tasks.
Reckon you can handle it? If so, find out if you meet our minimum requirements:
