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AIA Group

Client Solutions, Analyst

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  • Posted 20 hours ago
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Job Description

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.

About the Role

This position is responsible to identify, plan and pursue opportunities to develop new business via bank partner distribution channels with cross-function collaboration to achieve the Company's profitability and sustainable growth objectives.

BUSINESS DEVELOPMENT

  • Develop relationship across the entire bank partnership chain ie. corporate banking team, wealth management team, regional managers, branch managers, business managers, cross-selling executives, product champions etc. to obtain referrals from bank partners for EB leads.
  • Perform sales activities either face-to-face or virtually from prospecting, proposal generation, presentation, negotiation until sales closure and on-boarding.
  • To ensure prompt collection of premium and monitor bad debt and provisions.
  • Regularly update sales pipelines.
  • Develop relationship across the entire bank partnership chain ie. corporate banking team, wealth management team, regional managers, branch managers, business managers, cross-selling executives, product champions etc. to obtain referrals from bank partners for EB leads.
  • Perform sales activities either face-to-face or virtually from prospecting, proposal generation, presentation, negotiation until sales closure and on-boarding.
  • To ensure prompt collection of premium and monitor bad debt and provisions.
  • Regularly update sales pipelines.

INTERNAL STAKEHOLDERS & SUPPORT

  • Negotiate with Technical Advisory Services (TAS) team to support winning profitable business to improve renewal persistency (if necessary).
  • Collaborate with Client Management to ensure new clients are on-boarded efficiently with proper transition to enhance on-boarding experience.
  • Ensure all sales activities comply to Company's policies and practices on risk identification, management of legal, regulatory and licensing requirements.
  • Perform other responsibilities and duties periodically assigned by supervisor in order to meet operational and/or other requirements

Minimum Job Requirements:

  • Possess a diploma or equivalent
  • Relevant working experience in sales role or industry experience is preferred.
  • Possess strong presentation, influencing and communication skills
  • Well verse in using Excel and PowerPoint
  • Good team player, adaptable and versatile in working style
  • Independent, energetic, passionate, proactive, performance driven

About Company

AIA Group Limited, often known as AIA , is a Hong Kong-based American multinational insurance and finance corporation. It is the largest public listed life insurance and securities group in Asia-Pacific. It offers insurance and financial services, writing life insurance for individuals and businesses, as well as accident and health insurance, and offers retirement planning, and wealth management services, variable contracts, investments and securities.

Job ID: 136252061

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