Business Development, AIA - BEA Partnership, Consultant (Manger)

AIA Hong Kong and Macau; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

AIA Hong Kong and Macau is seeking a seasoned bancassurance sales professional to drive product and service adoption through banks, with a clear focus on meeting individual and team quotas and business objectives.

You will develop long-term relationships with bank decision makers and frontline staff, highlight how AIA's offerings fit client needs, and coordinate sales programs across the bancassurance channel.

Qualifications

• Minimum 6 years in insurance sales, preferably with bank frontline experience.
• Experience coaching and training bank sales staff.
• Insurance Intermediaries Qualification Papers 1, 3 preferred.
• Fluent in English and Chinese.

Responsibilities

• Achieve pre-set targets on ANP, case count, and KPIs for designated branches.
• Provide ongoing training to BEA’s frontline staff on product, sales technique, prospecting and handling objections.
• Support operations and processing, answer enquiries from frontline staff.
• Build relationships with BEA area heads, branch managers and frontline staff.
• Organise local bank sales events and coordinate programmes.

Skills

English proficiency

Chinese proficiency

Sales coaching

Relationship building

Education

University degree

Job description

Create connections that move people and business forward.

At AIA, your customer insight, commercial expertise and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and turn insight into engaging experiences, trusted relationships and sustainable growth for our customers and communities.

Join us to shape how people engage with health, wellbeing and protection, grow through new experiences and extend your impact across Asia.

About the Role

This role contributes to the delivery of customer outcomes that are reliable, thoughtful, and create meaningful impact for customers and society. The role holder is expected to embed a customer first mindset in all decisions and actions by developing a clear understanding of customer needs, taking end to end ownership to resolve issues, and working collaboratively across teams to continuously enhance the customer journey—both directly and indirectly.

Responsible for maximising the sales of AIA products and services through banks to meet individual / team quotas and AIA business objectives

• Build and maintain effective long-term relationships and a high level of satisfaction with key decision makers and influencers at assigned banks
• Create demand for AIA's products by highlighting their ability to meet the client's needs
• Develop, implement and administer sales and distribution programmes for the bancassurance channel
• May manage accounts as part of a larger account team or manage named accounts within a geography for a particular product or product set

Roles and Responsibilities

• Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/districts
• Provide on-going training to BEA’s frontline staff, including product, sales technique, prospecting, objection handling and sales operation and process, etc
• Provide support on operations and application processing, and answer enquiries from BEA’s frontline staff
• Build up and maintain solid relationship and rapport with BEA area heads, branch managers and all frontline staffs
• Monitor the sales momentum on sales staff and branch level. Provide targeted coaching to uplift sales productivity
• Communicate all marketing and sales programs to BEA’s frontline staff and ensure the awareness and participation
• Execute compliance duties with regulatory and our company’s Code of Conduct, Complaints Handling Procedures, Customer Privacy Policy and PRC Guidelines
• Organize localized bank sales events and attend bank sales activities

Minimum Job Requirements

• University graduate with at least 6 years’(Manager) insurance sales experience, preferably with bank’s frontline 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.

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.