Financial Portfolio Manager

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

Responsible for maximising the sales of AIA products and services through banks to meet individual / team quotas and AIA business objectives

Roles and Responsibilities:

• Act as frontline life insurance sales staff in bank branch. — selling life and health insurance products either in-branch sales or at customer's location
• Conduct Financial Needs Analysis and identify customer's insurance needs; subsequently recommending life and health insurance products to best suit their needs
• Ensure sales targets are being met, while working closely with bank staff to optimize sales
• Build relationship and collaborate with bank staff to build a strong pipeline of insurance prospects / leads
• Work closely with the AIA's sales manager and bank staff to identify opportunities to increase sales and customer retention
• Work closely with AIA's sales manager and participate in joint visits to improve sales skills and drive performance
• Provide quality customer service and after-sales services to maintain customer relationships (servicing, claims, complaints, etc.)
• Ensure adherence to sales quality and compliance standards
• Prepare periodic reports to update sales manager on sales progress and opportunities for improvement in branches

Minimum Job Requirements:

• University Degree
• 1-2 years of sales experience, preferably within the financial services industry (preferred)
• Understanding of financial planning concepts and practices.
• Sales and customer service-oriented mindset
• High-performer and target driven
• Excellent verbal / written communication & interpersonal skills
• Team player with excellent relationship building skills

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.