Wealth Management Consultants

AIA Singapore; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

AIA Singapore invites a results-driven sales professional to join the marketing, distribution & partnership team. You will lead client engagements, provide financial guidance, and drive sales from inquiry through policy inception in a dynamic environment.

Requirements include a Diploma or higher and CMFAS M5/M9/M9A/HI certifications, with 3–5 years in insurance sales and experience in wealth planning for high-net-worth clients.

Qualifications

• Diploma or higher in related field.
• 3-5 years sales experience in insurance.
• CMFAS M5, M9, M9A, HI certifications.
• Experience with high-net-worth (HNW) case management.
• Knowledge of estate planning and trust services is a plus.
• Strong organizational and proactive mindset.

Responsibilities

• Prospect and manage client portfolio; provide financial advice and wealth planning.
• Perform financial planning with clients as an individual producer and achieve sales targets.
• Handle inquiries from introducers and partners; guide clients through the sales cycle.
• Ensure seamless customer experience from application to policy inception.
• Address servicing queries and act as first contact for complaints.
• Drive company initiatives such as lead generation campaigns and promotions.
• Attend sales trainings and CPD hours to maintain Fit & Proper.

Skills

Sales experience

Organizational skills

Results-driven

Client relationship management

Financial advisory

HNW case management

Estate planning knowledge

Education

Diploma or higher

CMFAS M5/M9/M9A/HI certifications

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, e.g. 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

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.

ABOUT AIA

For over a century, AIA has served the ever-changing needs of our customers across Asia-Pacific. Our Purpose to help millions of people live Healthier, Longer, Better Lives is at the heart of everything we do.

As pioneering innovators, we’re now transforming AIA to be faster, simpler and more connected to create better solutions and impactful experiences for our customers and communities. AIA encourages and enables our people to act with clarity, courage and humanity in service of our Purpose.

JOIN US

At AIA, we believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. Whether it’s investing better wellbeing, inspiring better learning, building better relationships, or making a better impact on customers, a career at AIA will challenge you to find new ways to pursue your ‘better’.

AIA is committed to building a vibrant, diverse, and inclusive workforce for all employees to thrive in. Join us if you believe in creating a better tomorrow!