Wealth Management Business Development, Consultant (Manager for HNW Business)

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

Roles and Responsibilities:

• Execute sales strategies for HNW business to achieve the production targets, including risk management, wealth accumulation, wealth preservation & retirement planning etc.
• Enhance supports for financial planner through providing coaching on products and sales knowledge on HNW product includes universal life product
• Implement 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
• 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

You are required to obtain relevant license(s) if your job involves regulated activities

Minimum Job Requirements:

• University /college graduate plus 5 years relevant experience, 2 of which at supervisory level
• Solid sales experience of insurance products includes unit linked plans and universal life 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

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.