Life & Wealth Management Business Development, Consultant (Manager for Agency & Brokerage Channels)

AIA

  • 香港
  • 長期
  • 全職
  • 21小時前
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 RoleDrive and enable the acceleration of developing Wealth Product strategies includes Savings, Protection and investment to achieve the assigned business targets in Agency & Brokerage ChannelsRoles and Responsibilities:
  • Drive and implement sales strategies for Wealth Product business development to achieve the production targets, including risk management, wealth accumulation, wealth preservation & retirement planning, etc.
  • Provide support to financial planners through coaching on products, sales knowledge, investment funds and market insight.
  • Launch campaigns and other activities to boost sales activities and no. of active agents, including but not limited to organizing seminars, forum, district-based training/activity
  • Manage and maintain close relationship and engagement with agency & brokerage channel
  • Develop customer-centric solutions and provide joint field work support
  • Follow up pending cases, liaison with underwriting, case management and operations
  • Ensure strict adherence to internal compliance/governance guidelines and market regulations.
Minimum Job Requirements:
  • University /college graduate plus 5 years relevant experience
  • Solid sales experience of insurance products includes savings, protection and unit linked plans preferable with proven track records
  • Strong communications skills with fluent Cantonese and Mandarin
  • Appropriate professional insurance qualifications and licenses
  • Good analytical and problem-solving skills
  • Require obtaining relevant license if the job involves in regulated activities.
Others:
  • You are required to obtain relevant license if your job involves in regulated activities
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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