Financial Planning Specialist (Bancassurance Sales)

jobpost

Are you looking for a lucrative and rewarding career that gives you the freedom to work from absolutely anywhere, while making a positive difference to people’s lives? We have just what you’re looking for.Our team of Wealth Planners help individuals, families and businesses to plan for a stable future by preparing for the unexpected so that they can protect what matters to them the most. At AIA we provide our team with extensive, world class training and development opportunities to progress in their careers at any level. We also ensure that all of our wealth planners are fully equipped with the latest in technology so that they can be the best in what they do and enjoy the flexibility to operate from anywhere 24 x 7.So come, be a part of one of the world’s largest insurers, and build a career that will help you live the life you always wanted. .

Wealth Planner

This is a full-time on-site role located in Colombo for the position of Professional Wealth Planners Managers. As a Professional Wealth Planners Manager, you will be responsible for identifying potential clients, analyzing their financial needs, and recommending appropriate investment and insurance products to help them achieve their financial goals. You will work closely with clients to develop personalized financial plans and conduct regular reviews to track their progress. Qualifications<ul><li>Bachelor’s degree in Finance, Economics, Business Administration, or a related field</li><li>Professional certifications such as CFP, CIM, or ACA/ACCA/CIMA would be advantageous</li><li>At least 3 years of experience in a sales or wealth management role</li><li>Strong analytical, interpersonal, and communication skills</li><li>Proven track record of achieving sales targets and building long-term relationships with clients</li><li>Knowledge of financial markets, investment and insurance products, and relevant regulations</li></ul> ..

Professional Wealth Planners Managers

Locations :&nbsp;Panadura Branch / Wadduwa Branch / Panadura Second Branch / Panadura Csp / Horana Branch / Horana Service Point / Bandaragama Branch / Kalutara Branch / Katukurunda Csp / Arpico Super Centre - Kalutara / Mathugama&nbsp;Branch / Aluthgama Branch / Ambalangoda / Hikkaduwa Branch / Udugama Branch / Batapola Branch / Pitigala Branch / Neluwa Branch / Baddegama Branch / Elpitiya Branch / Beruwala(Minicom)branch / Hanwella Branch /&nbsp;Padukka Csp / Bokundara Service Point / Piliyandala Branch / Kottawa Branch / Mattegoda Csp / Homagama Branch / Maharagama Branch / Boralesgamuwa Service Point / Maharagama Service Point / Nawinna (Arpico Super) Branch / Kohuwala Service Point / Embuldeniya Branch / Nugegoda Branch / Avissawella Branch / Kohuwala Branch / Delkanda Branch / Boralesgamuwa Branch / Eheliyagoda Branch / Yatiyantota Branch / Ruwanwella Branch Requirements<ul><li>Should have good A/L results.&nbsp;</li><li>Good Communication Skills.&nbsp;</li><li>Fluent in English is an added benefit&nbsp;</li><li>Minimum 1 Year working experience in any Financial Industry ( Bank / Insurance/ Leasing / Finance company)</li></ul>Salary will be decided based on your qualification. (Basic + Allowance + Unlimited sales incentive)