Wealth Management Consultants

AIA Shared Services; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

AIA Shared Services in Singapore is seeking a financial advisor/sales professional to drive client financial planning, insurance solutions, and wealth planning services. You will manage client journeys from application to policy inception, handle queries, and deliver wealth-building recommendations with a focus on service excellence.

Responsibilities include meeting sales targets, managing referrals, participating in CPD, and leading customer promotion initiatives to support growth.

Qualifications

• 3–5 years of proven sales experience with targets.
• Certification in CMFAS M5, M9, M9A, HI.
• Experience in insurance sales and HNW case management.

Responsibilities

• Perform financial planning with clients as an individual producer and meet sales targets.
• Manage inquiries from introducers and partners through full sales cycle.
• Ensure seamless customer experience from application to policy inception.
• Handle servicing queries and act as first contact for complaints.
• Provide financial advice and wealth/legacy planning recommendations.
• Deliver professional customer service and drive campaigns.
• Participate in sales training and CPD to maintain fit & proper status.
• Lead generation campaigns and customer promotions.

Skills

Sales experience

Financial planning

Customer service

CPD compliance

Relationship management

Education

Diploma or higher

Tools

CMFAS M5

CMFAS M9

CMFAS M9A

HI

Job description

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. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030. And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. So if you believe in inspiring a better future, read on.

About the Role

Key Responsibilities

• Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development
• Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle.
• Ensure seamless customer experience from client application, medical to policy inception
• Attend to servicing queries from clients and be the first point of contact for any customer complaints
• Manage own portfolio of clients by Providing financial advice based on clients’ financial and protection needs
• Providing recommendation to clients on wealth accumulation and legacy planning
• Delivering a high level of professional customer service to customers
• Driving company initiatives/ projects, eg, Lead Generation Campaigns, Customer Promotions etc.
• Participate in scheduled sales training and other professional development courses to enhance sales skills and meet the mandatory CPD hours requirement to ensure Fit & Proper.

Key Requirements

• Minimum education: Diploma, Advanced/Higher/Graduate Diploma and higher
• 3-5 years of relevant experience with demonstrated track record of sales achievement
• Great enthusiasm, a can-do attitude, and exceptional organizational skills to this highly visible role to help with the sales growth.
• Results-driven, professional, passionate for growth
• Experience in Insurance related Sales environment with certifications in CMFAS M5, M9, M9A, HI.
• Experience with HNW case management
• Knowledge of estate planning, trust services will be added benefit
• #LI-SC1

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.

"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.

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