AIA

Specialist/ Consultant, Sales Advisory & Standards

AIA  •  Singapore, SG (Onsite)  •  9 days ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

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

To elevate the competency and professionalism of the sales force by strengthening the Sales Advisory framework, ensuring full compliance with regulatory requirements while embedding robust monitoring and governance. Drive continuous improvement through digital transformation and process innovation to deliver sustainable, customer-centric outcomes.

1. Assist the team in the following area of work:

  • Pre-Transaction Check
  • T&C Audit
  • Close Monitoring for Onboarding
  • Annual Review
  • Replacement of Policies (ROP) Appeal Management
  • Welcome Call Monitoring

2. Assist in implementing high-impact initiatives including regulatory related exercises, system enhancements and digital transformation efforts to strengthen governance, improve efficiency and enhance customer experience, ensuring timely delivery within budget and quality standards.

3. Assist in elevating sales advisory standards, proactively identify compliance risks and ensure alignment with regulatory expectations and company vision.

4. Drive digitalization initiatives by leveraging technology and data analytics to enhance sales advisory processes, improve operational efficiency and deliver superior customer outcomes.

5. Conduct reviews and close monitoring such as T&C review, close monitoring of adverse reps and review of callbacks.

6. Actively involved in data extraction and analytics to identify trend for early intervention.

Requirements

  • Education – Minimum Degree Holder
  • Experience – Minimum 5- 8 years of experience in life insurance or related industry with relevant managerial experience
  • Certifications/licenses
    • Capital Markets and Financial Advisory Examinations – Module 5 (Rules & Regulations for Financial Advisory Services)
    • Capital Markets and Financial Advisory Examinations – Module 9 (Life Insurance & Investment Linked Policies)
    • Health Insurance Module
  • Strong understanding of MAS’ Financial Advisers Act (FAA), relevant notices, regulations and guidelines; LIA Guidelines, Product Knowledge and Company’s procedures and processes.
  • Exceptional communication, problem-solving and influencing skills; strategic thinking; ability to coach and develop teams; strong presentation and facilitation skills and proficiency in leveraging digital tools and data analytics for decision-making.

Believe in better with AIA. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way!

#LI-SF1

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
Social Media