Life & Wealth Management Business Development, Consultant/Specialist (Manager / Assistant Manager- United Link Business for Agency and Brokerage Channel)
Hong Kong, HK

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

So if you believe in inspiring a better future, read on.


Drive and enable the acceleration of developing Unit-Linked business (ULB) in order to achieve the assigned business targets in Agency & Brokerage Channels

Roles and Responsibilities :

  • Drive and implement sales strategies for ULB business to achieve the production targets, including risk management, wealth accumulation, wealth preservation & retirement planning, etc.
  • Provide support to financial planners through coaching on products, sales knowledge, investment funds and market insight
  • Launch campaigns and other activities to boost sales activities and no. of active agents, including but not limited to organizing seminars, forum, district-based training / activity
  • Manage and maintain close relationship and engagement with agency & brokerage channel
  • Develop customer-centric solutions and provide joint field work support
  • Follow up pending cases, liaison with underwriting, case management and operations
  • Ensure strict adherence to internal compliance / governance guidelines and market regulations
  • Minimum Job Requirements :

  • University / college graduate plus 5 years relevant experience
  • Solid sales experience of insurance products includes unit linked plans and universal life plans preferable with proven track records
  • Strong communications skills with fluent Cantonese and Mandarin
  • Appropriate professional insurance qualifications and licenses
  • Good analytical and problem-solving skills
  • Require to obtain relevant license if the job involves in regulated activities
  • Candidates with less experiences would be considered as Assistant Manager
  • Others :

  • You are required to obtain the license of Insurance Authority (IA) (Paper 1,3&5) or any licenses if your job involves regulated activities
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