Client Solutions, Specialist

Reposted 2 Months Ago
Be an Early Applicant
Penang, Daerah Timor Laut, Penang, MYS
In-Office
Junior
Insurance • Financial Services
The Role
The role involves developing relationships with bank partners, performing sales activities, and ensuring efficient client onboarding while complying with company policies.
Summary Generated by Built In

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 position is responsible to identify, plan and pursue opportunities to develop new business via bank partner distribution channels with cross-function collaboration to achieve the Company’s profitability and sustainable growth objectives.

Roles and Responsibilities

BUSINESS DEVELOPMENT

  • Develop relationship across the entire bank partnership chain ie. corporate banking team, wealth management team, regional managers, branch managers, business managers, cross-selling executives, product champions etc. to obtain referrals from bank partners for EB leads.
  • Perform sales activities either face-to-face or virtually from prospecting, proposal generation, presentation, negotiation until sales closure and on-boarding.
  • To ensure prompt collection of premium and monitor bad debt and provisions.
  • Regularly update sales pipelines.
  • Develop relationship across the entire bank partnership chain ie. corporate banking team, wealth management team, regional managers, branch managers, business managers, cross-selling executives, product champions etc. to obtain referrals from bank partners for EB leads.
  • Perform sales activities either face-to-face or virtually from prospecting, proposal generation, presentation, negotiation until sales closure and on-boarding.
  • To ensure prompt collection of premium and monitor bad debt and provisions.
  • Regularly update sales pipelines.

INTERNAL STAKEHOLDERS & SUPPORT

  • Negotiate with Technical Advisory Services (TAS) team to support winning profitable business to improve renewal persistency (if necessary).
  • Collaborate with Client Management to ensure new clients are on-boarded efficiently with proper transition to enhance on-boarding experience.
  • Ensure all sales activities comply to Company’s policies and practices on risk identification, management of legal, regulatory and licensing requirements.
  • Perform other responsibilities and duties periodically assigned by supervisor in order to meet operational and/or other requirements

Minimum Job Requirements:

  • Possess a diploma or equivalent
  • Relevant working experience in sales role or industry experience is preferred.
  • Possess strong presentation, influencing and communication skills
  • Well verse in using Excel and PowerPoint
  • Good team player, adaptable and versatile in working style
  • Independent, energetic, passionate, proactive, performance driven

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

  • Possess a diploma or equivalent
  • Relevant working experience in sales role or industry experience is preferred
  • Possess strong presentation, influencing and communication skills
  • Well verse in using Excel and PowerPoint
  • Good team player, adaptable and versatile in working style
  • Independent, energetic, passionate, proactive, performance driven
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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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