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
Join us as Manager, Affluent & High Net Worth today!
The Wealth Managers will be responsible for driving growth in the Affluent and High Net Worth (AHNW) business through TD Sales Force. Incumbent will implement initiatives, sales & promotion activities, to grow the Affluent & HNW business and the number of Personal Wealth Managers for the HNW Prestige Club.
- Cultivate and deepen rapport with Agency and AFA Sales force to meet and exceed growth targets in terms of AHNW sales productivity and Prestige Club members.
- Engage Agency and AFA Leaders and FCSs via Districts Meeting to provide regular updates of AHNW Production progress reports and train/share knowledge on practices on Wealth Management propositions to increase competency and awareness
- Provide support on AHNW business through Case Discussions and Case Management support.
- Drive and Support on Offshore business opportunities and initiatives
- Provide AHNW related training and support to Agency and AFA Leaders and FCSs to uplift the competency level of individual districts.
- Identify and develop new business opportunities or leads generation ideas to create sales platforms.
- Involve and work on special initiatives to drive Company's strategic objectives towards Digitalisation and Customer centric agency culture.
- Drive and implement Company's AHNW initiatives for Agency and AFA including recognition events and campaigns.
- Liaise with Operational teams for AHNW new business applications.
- Work with Clusters and Districts to increase awareness and retention rate through promotion of the Club benefits and privileges.
- Design, Implement and Supervise AHNW sales related activities and campaigns to increase efficiency and competency.
- Work closely with respective Location BD Team to roll out campaigns and activities
- Develop and update sales aids & marketing materials as required.
- To have basic knowledge in wealth management tools like Wills, Trusts, Financing, Family Offices, Offshore Regions sales and business proposition process, etc. to further understand the more complex needs of the AHNW client.
- Undertake any other projects assigned from time to time assigned by Company
Requirements
- Minimum Diploma or Bachelors degree
- At least 3-5 years of life insurance experience preferably in Agency Channel Management
- M5, M9, M9A, HI, FLMI certifications preferable
- Knowledge of life insurance industry in Singapore and/or Asia
- Proficient communications skills to effectively explain policies with Agency distribution force and internal stakeholders
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!
