AIA Group is seeking a Wealth Management Consultant to join its marketing, distribution, and partnership team, focusing on financial planning and sales to enhance customer experiences and drive company initiatives. The ideal candidate should have a background in insurance sales, strong organizational skills, and a passion for personal growth and client service
Job Summary
The role involves performing financial planning exercises with clients as an individual producer to achieve sales targets.
Candidates will manage inquiries from partners and ensure a seamless customer experience from application to policy inception.
The position requires providing professional advice on wealth accumulation and legacy planning while maintaining high service standards.
Matching Summary
Match Score: 85
AIA Group is seeking a Wealth Management Consultant to join its marketing, distribution, and partnership team, focusing on financial planning and sales to enhance customer experiences and drive company initiatives. The ideal candidate should have a background in insurance sales, strong organizational skills, and a passion for personal growth and client service.