AIA

Business Development, AIA-Citi Partnership & Strategic Banks, Consultant

AIA  •  Hong Kong, HK (Onsite)  •  6 hours ago
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Job Description

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.

AIA

About AIA

AIA Group Limited and its subsidiaries (collectively “AIA” or the “Group”) comprise the largest independent publicly listed pan-Asian life insurance group. It has a presence in 18 markets – wholly-owned branches and subsidiaries in Mainland China, Hong Kong SAR(1), Thailand, Singapore, Malaysia, Australia, Cambodia, Indonesia, Myanmar, New Zealand, the Philippines, South Korea, Sri Lanka, Taiwan (China), Vietnam, Brunei and Macau SAR(2), and a 49 per cent joint venture in India. In addition, AIA has a 24.99 per cent shareholding in China Post Life Insurance Co., Ltd.

The business that is now AIA was first established in Shanghai more than a century ago in 1919. It is a market leader in Asia (ex-Japan) based on life insurance premiums and holds leading positions across the majority of its markets. It had total assets of US$328 billion as of 30 June 2025.

AIA meets the long-term savings and protection needs of individuals by offering a range of products and services including life insurance, accident and health insurance and savings plans. The Group also provides employee benefits, credit life and pension services to corporate clients. Through an extensive network of agents, partners and employees across Asia, AIA serves the holders of more than 43 million individual policies and over 16 million participating members of group insurance schemes.

AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock codes “1299” for HKD counter and “81299” for RMB counter with American Depositary Receipts (Level 1) traded on the over-the-counter market under the ticker symbol “AAGIY”.

(1) Hong Kong SAR refers to the Hong Kong Special Administrative Region.

(2) Macau SAR refers to the Macau Special Administrative Region.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Central, HK
Year Founded
Unknown
Website
aia.com
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