Singapore, SG
18 days ago
Wealth Management Consultants

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

Key Responsibilities:

Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business DevelopmentManage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle. Ensure seamless customer experience from client application, medical to policy inceptionAttend to servicing queries from clients and be the first point of contact for any customer complaintsManage own portfolio of clients byProviding financial advice based on clients’ financial and protection needsProviding recommendation to clients on wealth accumulation and legacy planningDelivering a high level of professional customer service to customersDriving company initiatives/ projects, eg, Lead Generation Campaigns, Customer Promotions etc.Participate in scheduled sales training and other professional development courses to enhance sales skills and meet the mandatory CPD hours requirement to ensure Fit & Proper.

Key Requirements:

Minimum education: Diploma, Advanced/Higher/Graduate Diploma and higher3-5 years of relevant experience with demonstrated track record of sales achievementGreat enthusiasm, a can-do attitude, and exceptional organizational skills to this highly visible role to help with the sales growth.Results-driven, professional, passionate for growthExperience in Insurance related Sales environment with certifications in CMFAS M5, M9, M9A, HI.Experience with HNW case managementKnowledge of estate planning, trust services will be added benefit

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Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

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