Description
Create connections that move people and business forward at AIA. Your customer insight, commercial expertise, and ideas will contribute to AIA's purpose of helping millions of people live Healthier, Longer, Better Lives.
About the Role This role contributes to delivering 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.
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 sales momentum on sales staff and branch level, providing targeted coaching to uplift sales productivity
- Build and maintain solid relationships and rapport with banks' district managers, branch managers, and all frontline staff
- Communicate 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
- Execute compliance duties with regulatory and company's Code of Conduct, Complaints Handling Procedures, Customer Privacy Policy, and MCV Guidelines
- Support ad-hoc projects assigned by the direct manager
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
- 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