Wealth Management Consultant

AIA

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Perform financial planning exercises with clients
Manage client inquiries and referrals
Achieve sales targets and production numbers
** AIA is seeking a Wealth Management Consultant to help promote healthier living through financial planning and customer engagement. The role requires a proven track record in sales, particularly in the insurance sector, with responsibilities including client management and achieving sales targets. **

Job Summary

  • The role involves performing financial planning exercises as an individual producer to help clients achieve their wealth accumulation and legacy planning goals.
  • You will manage the entire sales cycle from initial inquiry through policy inception while ensuring a seamless customer experience.
  • The position requires maintaining a portfolio of clients and serving as the first point of contact for servicing queries and complaints.

Matching Summary

Match Score: 75

** AIA is seeking a Wealth Management Consultant to help promote healthier living through financial planning and customer engagement. The role requires a proven track record in sales, particularly in the insurance sector, with responsibilities including client management and achieving sales targets. **

Skills & Requirements

Must-have

  • Perform financial planning exercises with clients
  • Manage client inquiries and referrals
  • Achieve sales targets and production numbers
  • Provide financial advice on protection needs
  • Deliver professional customer service

Nice-to-have

  • Great enthusiasm and can-do attitude
  • Exceptional organizational skills
  • Passion for growth and community impact
  • Knowledge of estate planning and trust services

Key Requirements

  • Minimum Diploma or higher education
  • 3-5 years of relevant sales experience
  • Certifications in CMFAS M5, M9, M9A, HI
  • Experience in Insurance related Sales environment
  • HNW case management knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter