Financial Planning Executive

Role Overview

Responsible for closing sales of various types of insurance policies to meet individual/team quotas and company business objectives. Build and maintain relationships with key decision makers and influencers at assigned banks.

What You Will Do

Create demand for AIA’s products, develop and implement sales and distribution programmes, and manage accounts.

Requirements

• Build and maintain effective long-term relationships and a high level of satisfaction with key decision makers and influencers at assigned banks
• Create demand for AIA’s products by highlighting their ability to meet the client’s needs
• Develop, implement and administer sales and distribution programmes for the bancassurance channel
• Manage accounts as part of a larger account team or manage named accounts within a geography for a particular product or product set

Tagged as: Financial Modeling