Banking Partnerships & Growth Consultant

AIA Australia; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Job summary

AIA Australia in Hong Kong seeks a customer-centric sales professional to maximise bank-driven sales of our insurance products. You will own end-to-end customer journeys, develop relationships with key decision makers at banks, and drive sustainable growth across Asia.

You will coach frontline staff, monitor KPIs, and ensure compliant execution of programs, with a strong focus on delivering reliable outcomes for customers and society.

Qualifications

• University graduate with 10 years’ insurance sales experience
• Relevant experience on coaching and training bank’s sales staff on insurance is highly preferred.
• With Insurance Intermediaries Qualification Papers 1, 3 license is highly preferred
• Good spoken English and Chinese
• Good communication and inter-personal skills
• Self-motivated and able to work under pressure
• Obtain relevant license if your job involves in regulated activities
• Demonstrates a strong commitment to understanding and addressing customer needs.

Responsibilities

• Assist department and bank branches in achieving business targets on assigned segments
• Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/district
• Monitor the sales momentum on sales staff and branch level. Provide targeted coaching to uplift sales productivity
• Build up and maintain solid relationships and rapport with banks’ district managers, branch managers and all frontline staff
• Build and develop good relationships with bank staff to achieve business goals
• Communicate all marketing and sales programs to bank’s frontline staff and ensure awareness and participation
• Provide support on operations and application processing, and answer enquiries from bank’s frontline staff
• Provide Pre-sales preparation for coming appointments
• Provide appointment calling skill training through call monitoring findings.
• Provide on-going training for the bank’s frontline staff, including product, sales technique, prospecting, objection handling and sales operation and process, etc
• Execute compliance duties with regulatory and our company’s Code of Conduct, Complaints Handling Procedures, Customer Privacy Policy and MCV Guidelines
• Support ad-hoc projects assigned by the direct manager
• Supporting Channel Head to follow through and drive different internal / external stakeholders on various initiatives implementation besides the planning part

Skills

English

Chinese

Communication skills

Inter-personal skills

Coaching

Training

Self-motivation

Work under pressure

Customer focus

Education

University degree

Tools

Insurance Intermediaries Qualification Papers 1

Insurance Intermediaries Qualification Papers 3

Job description

AIA Australia in Hong Kong seeks a customer-centric sales professional to maximise bank-driven sales of our insurance products. You will own end-to-end customer journeys, develop relationships with key decision makers at banks, and drive sustainable growth across Asia.

You will coach frontline staff, monitor KPIs, and ensure compliant execution of programs, with a strong focus on delivering reliable outcomes for customers and society.