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 Drive High New Worth (HNW) business to achieve the assigned business targets in Agency & Brokerage Channels
Roles and Responsibilities: - Drive and execute business strategies & proposition for HNW business to promote HNW Ecosystem services and support to achieve the production targets.
- Proactively engage financial planners on HNW products and Ecosystem of Value-Added-Services (VAS), including legacy planning and Premium Financing, through district visits, online / in-person training and one-on-one relationship building.
- Take the initiative to drive and form a competitive edge bank partner ecosystem and liaise with existing and new bank partners on revising bank loan terms and adding new AIA products on their premium financing product lists
- Implement HNW campaigns and other activities to boost sales activities and no. of active financial planners, including but not limited to organizing seminars, forum, district-based training/activity.
- Work closely with L&WM Strategy team to build a holistic financial planning solution strategy, by engaging with EY, Trust, Legal, Wealth Advisors & Case Management to provide one-stop wealth planning services for HNW customers
- Build strong rapport and influence with channel partners to solicit support on various sales initiatives.
- Ensure strict adherence to internal compliance/governance guidelines and market regulations.
Minimum Job Requirements: - University /college graduate plus 6-8 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 invgftrolves regulated activities
*Candidate with more experience will be considered as the role of Consultant/Specialist 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.