Financial Portfolio Manager

AIA Australia

Myanmar
Life insurance sales
Financial needs analysis
Sales targets achievement
Responsible for driving AIA's Life Insurance business in partner bank branches

Job Summary

  • Responsible for driving AIA's Life Insurance business in partner bank branches.
  • Conduct financial planning analysis with customers, recommend suitable life insurance products, and ensure sales targets are met, while complying with regulations and business processes.
  • Build relationship and collaborate with bank staff to build a strong pipeline of insurance prospects / leads.

Matching Summary

Responsible for driving AIA's Life Insurance business in partner bank branches.

Skills & Requirements

Must-have

  • Life insurance sales
  • Financial needs analysis
  • Sales targets achievement
  • Customer relationship management
  • Adherence to compliance standards

Nice-to-have

  • Inspiring meaningful connections
  • Purpose-led brand positioning
  • Collaborate with bank staff
  • Drive sales performance

Key Requirements

  • University Degree
  • 1-2 years sales experience
  • Understanding of financial planning concepts
  • Sales and customer service-oriented mindset
  • High-performer and target driven

Work Rights

Not specified

Tailored Resume

Cover Letter