Wealth Management Consultants

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

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

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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.