Life Insurance Consultants

AIA; Sydney; On-site; AUD 60,000 - 80,000; Full time

Job summary

AIA Australia invites you to join our Financial Services team in Sydney to manage and convert leads from referral partners for Life Insurance, Private Health Insurance and financial planning needs. This telephone-based role focuses on delivering tailored recommendations and exceptional customer engagement.

You will handle inbound/outbound calls and digital queries, educate customers on the full product range, and stay compliant through ongoing training.

Qualifications

• RG146 qualification for Life Insurance, Superannuation (General Knowledge)
• Experience in high-volume, telephone-based sales environments
• Experience in regulated environments with compliance focus
• Excellent written and verbal communication skills
• Strong time management and organisational abilities

Responsibilities

• Own referral process and ensure the most appropriate offering for the customer
• Handle inbound/outbound calls and digital channel queries
• Educate customers on the full range of products and services
• Attend compliance training and professional development
• Collaborate with different parts of the business on initiatives
• Grow knowledge of the Advice industry and regulatory changes

Skills

Telephone sales

Communication

Customer engagement

Compliance

Education

RG146 Qualified

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

Better starts with people who reimagine what is possible and turn ideas into meaningful action. At AIA, you will contribute in your own way, help shape outcomes that matter and collaborate with colleagues across disciplines, teams, markets and levels. We will support you to broaden your perspective, strengthen your capabilities and grow your impact. Together, we challenge assumptions, learn from one another and find better ways forward.

Bring your ambition, experience and ideas to AIA, and help shape what “better” looks like. View our AIA LinkedIn page Bring your difference to AIA