Financial Portfolio Manager at AIA Group Ltd

Yangon City, Yangon, Myanmar -

Full Time

Start Date

Immediate

Expiry Date

05 Sep, 26

Salary

0.0

Posted On

07 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning Analysis, Life Insurance Sales, Financial Needs Analysis, Customer Relationship Management, Sales Pipeline Management, Compliance Standards, Customer Service, After-sales Service, Lead Generation, Strategic Collaboration

Industry

Insurance

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. About the Role Responsible for driving AIA's Life Insurance business in partner bank branches. IS will conduct financial planning analysis with customers, recommend suitable life insurance products, and ensure sales targets are met, while complying with regulations and business processes 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 Understanding of financial planning concepts and practices. Sales and customer service-oriented mindset High-performer and target driven 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. 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. As the largest listed company on the Hong Kong Stock Exchange, we’ve been proudly making a difference for people and communities across Asia for over a century. And we build on this every day with our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way. Inspiring and supporting you to thrive - not just at work, but in life. Believe in better with AIA. View our AIA LinkedIn page Bring your difference to AIA

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Responsibilities

Drive AIA's life insurance business within partner bank branches by conducting financial planning analysis and recommending suitable products to customers. Collaborate with bank staff to build a strong prospect pipeline and ensure sales targets are met while adhering to compliance standards.