Wealth Management Consultant
AIA(3 months ago)
About this role
An Individual Producer role within AIA’s marketing, distribution & partnership team focused on financial planning and client-facing sales. The role involves managing a personal portfolio, guiding clients through the full sales cycle from application to policy inception, and achieving production and sales targets under the Head of Business Development. It contributes to company initiatives such as lead generation and customer promotions while maintaining high professional standards.
Required Skills
- Financial Planning
- Sales
- Client Management
- Portfolio Management
- Customer Service
- Lead Generation
- Case Management
- Estate Planning
- Trust Services
- Relationship Management
Qualifications
- Diploma
- Advanced Diploma
- Graduate Diploma
- CMFAS M5
- CMFAS M9
- CMFAS M9A
- CMFAS HI
- CPD Requirement
About AIA
aia.comAIA provides insurance solutions to both individuals and businesses. Find out more about our services and latest updates.
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