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Financial Portfolio Manager -Sales Executive

AIA Myanmar

Financial Portfolio Manager -Sales Executive

AIA Myanmar
Recruiter active 10 hours ago The recruiter at this company was last active reviewing applications.
Myanmar - Taninthayi Division
Full Time
Verified This job has been verified by the company as a real job vacancy.
08 Aug 2022

Experience level

Experienced Non-Manager

Job Function

Sales, Business Development

Min Education Level

Bachelor Degree

Job Description

  • Act as frontline life insurance sales staff in bank branch. — selling life and health insurance products either in-branch sales or at customer's location.
  • Conduct Financial Needs Analysis and identify customer's insurance needs; subsequently recommending life and health insurance products to best suit their needs.
  • Ensure sales targets are being met, while working closely with bank staff to optimize sales.
  • Build relationship and collaborate with bank staff to build a strong pipeline of insurance prospects/leads.
  • Work closely with the AIA's sales manager and bank staff to identify opportunities to increase sales and customer retention.
  • Work closely with AIA's sales manager and participate in joint visits to improve sales skills and drive performance.
  • Provide quality customer service and after-sales services to maintain customer relationships (servicing, claims, complaints, etc.).
  • Ensure adherence to sales quality and compliance standards.
  • Prepare periodic reports to update sales manager on sales progress and opportunities for improvement in branches.

Open To

Male/Female

Job Requirements

  • Able to work in Myeik/Dawei/Kawthaung.
  • Bachelor's degree in business management, or in a related field preferred.
  • Minimum 3 years of sales experience, preferably within the financial services industry.
  • Understanding of financial planning concepts and practices.
  • Sales and customer service-oriented mindset.
  • High-performer and target driven.
  • Excellent verbal/written communication & interpersonal skills.
  • Team player with excellent relationship building skills.

What We Can Offer

Benefits

- Health Benefits
- Sales Commission
- Opportunity to own global shares through Employee Share Purchase Plan

Highlights

- Dynamic and progressive culture
- Flexible and supportive work environment
- Fun and Smart colleagues who will have your back and challenge you

Career Opportunities

- Learning & Development opportunities
- Challenging Assignments and Projects
- Exposure to cross-country collaboration

About Our Company

AIA is the largest independent publicly listed pan-Asian life insurance group – with a presence in 18 markets across Asia.

For more than a century, AIA has strived to make a significant, positive impact for our customers and communities across Asia. As we look to the future, this commitment is reinforced by our Purpose: to help millions of people live Healthier, Longer, Better Lives.

Our Purpose guides the decisions we make and the actions we take as an organisation - empowering and enabling people to understand and manage their health, while meeting their long-term savings and protection needs. We believe that helping to create a healthier Asia is one of the most important and valuable things we can do for our communities, today and in the future.

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Experience level

Experienced Non-Manager

Job Function

Sales, Business Development

Min Education Level

Bachelor Degree

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