AIA Myanmar
Financial Services
FinancialPortfolioManager
“Financial Portfolio Manager at AIA Myanmar. Skills: Life insurance sales, Financial planning, Sales targets. Act as frontline life insurance sales staff. Sell life and health insurance products”
What You'll Achieve.
Ensure sales targets are met
Industry & Context.
What They're Looking For.
Must Have
1-2 years of sales experience, Understanding of financial planning concepts, Sales and customer service-oriented mindset, High-performer and target driven
What You'll Do.
Act as frontline life insurance sales staff
Sell life and health insurance products
Conduct Financial Needs Analysis
Identify customer's insurance needs
Recommend life and health insurance products
Ensure sales targets are met
Build relationship with bank staff
Build pipeline of insurance prospects
Identify opportunities to increase sales
Identify opportunities to increase customer retention
Participate in joint visits
Provide quality customer service
Provide after-sales services
Maintain customer relationships
Ensure adherence to sales quality
Ensure adherence to compliance standards
Prepare periodic reports
Update sales manager on sales progress
Update sales manager on opportunities for improvement
How You'll Work.
Team & Collaboration
Work with bank staff; Work with AIA's sales manager
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