Wealth & Protection Advisor

AIA; 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

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.