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Life & Wealth Management Business Development, Consultant (Manager level)

AIA Hong Kong and Macau

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2022-10-19
  • Career Level:Middle
  • Location:Quarry Bay
  • Yr(s) of Exp:6 years
  • Qualification:Degree
  • Employment Type:Full Time
  • Job Function:Banking / Finance  Insurance  Wealth Management

Job Description

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.

WE ARE LOOKING FOR .....

Drive and enable the acceleration of developing Unit-Linked business (ULB) in order to achieve the assigned business targets in Agency & Brokerage Channels

Roles and Responsibilities:

  • Drive and implement sales strategies for ULB business 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 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
  • Require to obtain relevant license if the job involves in regulated activities.

Others:

  • You are preferred to obtain the license of Insurance Authority (IA) (Paper 1,3, and 5) or any licenses if your job involves 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.

Company Info

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