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
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.- To lead BA team in supporting bank partner to achieve joint business target
- To maximize the sales of AIA products and services through banks to meet individual / team quotas and AIA business objectives
- To build and maintain effective long-term relationships and a high level of satisfaction with key decision
- To develop, implement and administer sales and distribution programmes for the bancassurance channel
Roles and Responsibilities:
- Assist the Channel head to implement business plans and initiatives in accordance to sales KPIs
- Strengthen and maintain a good relationship with assigned Bank partners to drive the new initiatives
- Identify the needs and demands of individual partners to drive the sales
- Provide all levels of support to partners to capture the business opportunities
- Facilitate partners and TRs for delivery of quality, compliant and consistence business
- Contribute new ideas and provide feedback from partners to ensure AIA competitive proposition
- Handle day-to-day partners related issues to ensure our high level of services standard
- Provide on-going training bank’s frontline staff, including product, sales technique, prospecting, objection handling and sales operation and process, etc
- Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated segments/district
- Oversee sales momentum and provide various strategies to accelerate sales or mitigate shortfall under forecast
- Collaborate with internal parties to implement the initiatives incorporated with company’s directions
- Monitor the sales momentum on sales staff and branch level. Provide targeted coaching to uplift sales productivity
- Execute compliance duties with regulatory and our company’s Code of Conduct, Complaints Handling Procedures, Customer Privacy Policy and PRC Guidelines
- Leadership skill to master team day to day activities and agreed actions. Build up strong team spirit by role modelling, having regular dialogues to coach and engage teammates
- Support ad hoc projects as assigned by the direct manager
- Ensure team members who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirements
Minimum Job Requirements:
- University graduate with at least 12 years’ insurance sales experience, and preferably with Insurance company managing Bancassurance channel
- Relevant experience on coaching and training bank’s sales staff on insurance is highly preferred
- With Insurance Intermediaries Qualification Papers 1, 3 license and other professional certification 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 job involves in regulated activities
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.
Skills Required
- University graduate
- At least 12 years' insurance sales experience
- Experience managing bancassurance channel at an insurance company
- Experience coaching and training bank sales staff on insurance products
- Insurance Intermediaries Qualification Papers 1 and 3 or other professional certifications
- Good spoken English and Chinese
- Good communication and interpersonal skills
- Self-motivated and able to work under pressure
- Willingness/ability to obtain relevant regulatory licenses if role involves regulated activities
What We Do
AIA Group Limited is a multinational insurance and financial services corporation headquartered in Hong Kong, providing life insurance, savings, and health protection products across the Asia-Pacific region.






