Business Development, AIA - BEA Partnership, Consultant (Manger)

Posted 3 Days Ago
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2 Locations
In-Office or Remote
Senior level
Insurance • Financial Services
The Role
Develop and manage AIA’s bancassurance partnership with BEA by achieving insurance sales and branch KPIs, building relationships with bank leaders and frontline staff, and creating demand for AIA products. Provide product and sales training, coaching, operational support, and application-processing assistance. Communicate sales and marketing programs, organize localized bank events, monitor sales productivity, and ensure compliance with regulatory requirements and company policies.
Summary Generated by Built In

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


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.

Skills Required

  • University degree
  • At least 6 years of insurance sales experience
  • Bank frontline experience
  • Experience coaching and training bank sales staff on insurance
  • Insurance Intermediaries Qualification Papers 1 and 3 license
  • Good spoken English and Chinese
  • Strong communication and interpersonal skills
  • Self-motivated and able to work under pressure
  • Relevant license when the role involves regulated activities
  • Strong commitment to understanding and addressing customer needs
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The Company
HQ: Hong Kong
25,938 Employees
Year Founded: 1919

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.

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