Life Insurance Consultants

AIA Hong Kong and Macau; Australia; On-site; AUD 60,000 - 85,000; Full time

Benefits offered by this job

Flexible working arrangements

Training and development

Job summary

AIA Australia is seeking a motivated Financial Services advisor to join our telephone-based sales team. You will manage referral leads for Life Insurance, Private Health Insurance and financial planning needs, guiding customers to suitable solutions with compliant, quality service.

In this role, you’ll handle inbound and outbound calls, educate customers on products, and collaborate across the business to drive customer outcomes while maintaining regulatory standards and a high level of personal

Qualifications

• RG146 qualified with knowledge of Life Insurance, Superannuation and General advice requirements.
• Experience in high-volume, fast-paced telephone-based sales environment.
• Excellent written and verbal communication with a strong compliance focus.

Responsibilities

• Provide excellent customer engagement by owning the referral process and ensuring the most appropriate offering based on the customer
• Assisting customer queries over the phone through inbound/outbound calls as well as digital channels
• Educate our customers on the full range of products and services, so they can make informed decisions on what is appropriate for their needs
• Build your knowledge of the Advice industry, legislative changes and attend professional development and compliance training sessions
• Be curious and interested to continuously grow your knowledge and learning to provide a better service to customers
• Collaborate with different parts of the business to help with ongoing business initiatives

Skills

Telephone-based sales

Life Insurance knowledge

Customer engagement

Communication skills

Compliance awareness

Education

RG146 Qualified (General Knowledge, Life Insurance, Superannuation)

Job description

BE THE DIFFERENCE At AIA, we don't simply believe in being 'the best'. We believe in better - because there's no limit to how far 'better' can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important role to play. If you want to make a difference by helping shape a healthier, better-protected Australia, read on.

The Opportunity

This is your opportunity to bring your industry leading telephone-based sales and Life Insurance experience to our AIA Financial Services department. This critical role is responsible for the management and provision of leads from referral partners in relation to Life Insurance, Private Health Insurance and Financial planning needs. You will be committed to making a positive difference in our customers lives by helping them see the connection between financial wellbeing, and physical and mental wellbeing.

To do this successfully you will:

• Provide excellent customer engagement by owning the referral process and ensuring the most appropriate offering based on the customer
• Assisting customer queries over the phone through inbound/outbound calls as well as digital channels
• Educate our customers on the full range of products and services, so they can make informed decisions on what is appropriate for their needs
• Build your knowledge of the Advice industry, legislative changes and attend professional development and compliance training sessions
• Be curious and interested to continuously grow your knowledge and learning to provide a better service to customers
• Collaborate with different parts of the business to help with ongoing business initiatives

Successful applications will demonstrate:

• RG146 Qualified (General Knowledge, Life Insurance, Superannuation)
• Demonstrated ability working in high volume, fast paced telephone-based sales environment, Working within a regulated environment with a strong focus on compliance and quality is highly regarded
• Excellent communication skills both written and verbal
• Well-developed rapport building and customer engagement skills
• Exceptional organisational and time management skills
• Strong work ethic with a high level of personal accountability

Why choose AIA:

• At AIA, we've made a promise to help people live healthier, longer, better lives. And it starts with our own people.
• Access our training and development to build on your current skills
• Career development through internal mobility opportunities
• Work for a business helping millions of Australians and make a difference to someone's life every day
• Access additional leave days a year to recharge and refresh yourself
• Enjoy wonderful Health and Wellbeing initiatives that support you
• Work with supportive and inclusive managers
• Flexible working arrangements

AIA is different. Are you?

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.