Business Development, AIA -BEA Partnership, Consultant
At a glance
Mid-level Business Development role at AIA. Hong Kong, HK-AIA Hong Kong & Macau · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Deliver insurance sales through BEA branches against ANP, case-count, active-branch, active-staff and other targets
- Train BEA frontline employees on products, selling methods, prospecting, objections, and sales processes
- Support application processing and operational questions from BEA frontline teams
- Coach branch and sales-staff performance while maintaining relationships with area heads and branch managers
- Run local bank sales events, promote programs, and complete required compliance work
What you bring
- A university degree plus at least six years of insurance sales experience
- Experience coaching or training bank sales employees on insurance is strongly preferred
- Insurance Intermediaries Qualification Papers 1 and 3 are strongly preferred
- You communicate well in spoken English and Chinese and can work under pressure
Who this fits
This role suits a mid-level insurance sales professional who can train, coach, and support BEA frontline staff while managing bank relationships. You will work across designated branches or districts and handle regulated activities only with the relevant license.
From the employer
At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.
And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.
So if you believe in inspiring a better future, read on.
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
• 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
• May manage accounts as part of a larger account team or manage named accounts within a geography for a particular product or product set
Roles and Responsibilities:
- Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/districts
- Provide on-going training to BEA’s frontline staff, including product, sales technique, prospecting, objection handling and sales operation and process, etc
- Provide support on operations and application processing, and answer enquiries from BEA’s frontline staff
- Build up and maintain solid relationship and rapport with BEA area heads, branch managers and all frontline staffs
- Monitor the sales momentum on sales staff and branch level. Provide targeted coaching to uplift sales productivity
- Communicate all marketing and sales programs to BEA’s frontline staff and ensure the awareness and participation
- Execute compliance duties with regulatory and our company’s Code of Conduct, Complaints Handling Procedures, Customer Privacy Policy and PRC Guidelines
- Organize localized bank sales events and attend bank sales activities
Minimum Job Requirements:
- University graduate with at least 6 years’(Manager) 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.
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