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
To elevate the competency and professionalism of the sales force by strengthening the Sales Advisory framework, ensuring full compliance with regulatory requirements while embedding robust monitoring and governance. Drive continuous improvement through digital transformation and process innovation to deliver sustainable, customer-centric outcomes.
- Assist the team in the following area of work:
- Pre-Transaction Check
- T&C Audit
- Close Monitoring for Onboarding
- Annual Review
- Replacement of Policies (ROP) Appeal Management
- Welcome Call Monitoring
- Assist in implementing high-impact initiatives including regulatory related exercises, system enhancements and digital transformation efforts to strengthen governance, improve efficiency and enhance customer experience, ensuring timely delivery within budget and quality standards.
- Assist in elevating sales advisory standards, proactively identify compliance risks and ensure alignment with regulatory expectations and company vision.
- Drive digitalization initiatives by leveraging technology and data analytics to enhance sales advisory processes, improve operational efficiency and deliver superior customer outcomes.
- Conduct reviews and close monitoring such as T&C review, close monitoring of adverse reps and review of callbacks.
- Actively involved in data extraction and analytics to identify trend for early intervention.
Requirements
- Education – Minimum Degree Holder
- Experience – Minimum 5- 8 years of experience in life insurance or related industry with relevant managerial experience
- Certifications/licenses –
- Capital Markets and Financial Advisory Examinations – Module 5 (Rules & Regulations for Financial Advisory Services)
- Capital Markets and Financial Advisory Examinations – Module 9 (Life Insurance & Investment Linked Policies)
- Health Insurance Module
- Strong understanding of MAS Financial Advisers Act (FAA), relevant notices, regulations and guidelines; LIA Guidelines, Product Knowledge and Company's procedures and processes.
- Exceptional communication, problem-solving and influencing skills; strategic thinking; ability to coach and develop teams; strong presentation and facilitation skills and proficiency in leveraging digital tools and data analytics for decision-making.
Believe in better with AIA. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way!
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.
ABOUT AIA
For over a century, AIA has served the ever-changing needs of our customers across Asia-Pacific. Our Purpose to help millions of people live Healthier, Longer, Better Lives is at the heart of everything we do.
As pioneering innovators, we're now transforming AIA to be faster, simpler and more connected to create better solutions and impactful experiences for our customers and communities. AIA encourages and enables our people to act with clarity, courage and humanity in service of our Purpose.
JOIN US
At AIA, we believe in empowering every one of our people to find their better - in the work they do, the career they build, the life they live and the difference they make. Whether it's investing better wellbeing, inspiring better learning, building better relationships, or making a better impact on customers, a career at AIA will challenge you to find new ways to pursue your better.
AIA is committed to building a vibrant, diverse, and inclusive workforce for all employees to thrive in. Join us if you believe in creating a better tomorrow!
