Strategic Wealth Planning Advisor

AIA; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

AIA is seeking a dynamic sales professional to join our Marketing, Distribution & Partnership team in Singapore. You will drive financial planning for clients, manage end-to-end sales cycles, and deliver exceptional service across applications to policy inception.

Ideal candidates have 3-5 years in insurance sales, CPD-compliant credentials, and a strong client-management mindset to grow a high-net-worth portfolio while contributing to strategic growth initiatives.

Qualifications

• Diploma or higher education required.
• 3-5 years of sales experience with track record of achievement.
• CMFAS M5, M9, M9A, HI certifications desired.
• Experience in high-net-worth case management beneficial.

Responsibilities

• Perform financial planning exercises with clients as an individual producer and meet sales targets.
• Manage inquiries and referrals from introducers and partners through the full sales cycle.
• Ensure seamless client experience from application to policy inception.
• Respond to servicing queries and address client complaints as first point of contact.
• Manage client portfolios with financial advice and wealth/legacy planning.
• Lead generation campaigns and customer promotions to drive growth.
• Participate in sales training and CPD hours to maintain Fit & Proper status.

Skills

Sales experience

Client management

Financial advice

Communication skills

CPD certified

Education

Diploma or higher

Job description

AIA is seeking a dynamic sales professional to join our Marketing, Distribution & Partnership team in Singapore. You will drive financial planning for clients, manage end-to-end sales cycles, and deliver exceptional service across applications to policy inception.

Ideal candidates have 3-5 years in insurance sales, CPD-compliant credentials, and a strong client-management mindset to grow a high-net-worth portfolio while contributing to strategic growth initiatives.