Business Development, AIA-Citi Partnership & Strategic Banks, Consultant

Create connections that move people and business forward.
At AIA, your customer insight, commercial expertise and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and turn insight into engaging experiences, trusted relationships and sustainable growth for our customers and communities.
Join us to shape how people engage with health, wellbeing and protection, grow through new experiences and extend your impact across Asia.
About the Role
Customer Centricity - This role contributes to the delivery of customer outcomes that are reliable, thoughtful, and create meaningful impact for customers and society. The role holder is expected to embed a customer first mindset in all decisions and actions by developing a clear understanding of customer needs, taking end to end ownership to resolve issues, and working collaboratively across teams to continuously enhance the customer journey—both directly and indirectly.
• Responsible for maximising the sales of AIA products and services through banks to meet individual / team quotas and AIA business objectives
• Build and maintain effective long-term relationships and a high level of satisfaction with key decision makers and influencers at assigned banks
Roles and Responsibilities:
Assist department and bank branches in achieving business targets on assigned segments
Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/district
Monitor the sales momentum on sales staff and branch level. Provide targeted coaching to uplift sales productivity
Build up and maintain solid relationships and rapport with banks’ district managers, branch managers and all frontline staff
Build and develop good relationships with bank staff to achieve business goals
Communicate all marketing and sales programs to bank’s frontline staff and ensure awareness and participation
Provide support on operations and application processing, and answer enquiries from bank’s frontline staff
Provide Pre-sales preparation for coming appointments
Provide appointment calling skill training through call monitoring findings.
Provide on-going training for the bank’s frontline staff, including product, sales technique, prospecting, objection handling and sales operation and process, etc
Execute compliance duties with regulatory and our company’s Code of Conduct, Complaints Handling Procedures, Customer Privacy Policy and MCV Guidelines
Support ad-hoc projects assigned by the direct manager
Supporting Channel Head to follow through and drive different internal / external stakeholders on various initiatives implementation besides the planning part
Minimum Job Requirements:
University graduate with 10 years’ insurance sales experience, preferably with bank’s frontline experience
Relevant experience on coaching and training bank’s sales staff on insurance is highly preferred.
With Insurance Intermediaries Qualification Papers 1, 3 license is highly preferred
Good spoken English and Chinese
Good communication and inter-personal skills
Self-motivated and able to work under pressure
Obtain relevant license if your job involves in regulated activities
Demonstrates a strong commitment to understanding and addressing customer needs.
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.