Business Development, AIA-Citi Partnership & Strategic Banks, Consultant
At a glance
Mid-level Business Development role at AIA. Hong Kong, HK-AIA Hong Kong & Macau · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Help assigned bank branches meet business goals for their customer segments and reach targets across sales, cases and active staff
- Track sales activity by branch and sales staff, then coach teams to improve productivity
- Build working relationships with bank managers and frontline staff to support sales goals
- Explain sales and marketing programs to bank staff, train them on products and selling skills, and help with applications and enquiries
- Prepare for customer appointments, carry out compliance duties and help move internal and external initiatives forward
What you bring
- A university degree and ten years of insurance sales experience, preferably including work on a bank’s frontline
- Strong spoken English and Chinese, with the communication skills to work effectively with bank staff
- Relevant insurance intermediary Papers 1 and 3 are preferred; you must obtain any license needed for regulated work
Who this fits
This role suits an experienced insurance salesperson who can coach bank staff, build relationships across branches and work toward sales targets. It is based in Hong Kong and involves supporting bank branches, training frontline staff and handling regulated duties where applicable.
From the employer
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.
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