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Financial Planning Executive

AIA
Posted 2 months ago, valid for 16 days
Location

Salinas, CA 93902, US

Salary

$60,000 - $72,000 per year

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Contract type

Full Time

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Sonic Summary

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  • AIA is seeking ambitious individuals to join their movement towards creating a healthier and more sustainable future.
  • The role involves closing sales of various insurance policies to meet quotas and build long-term relationships with key decision-makers at assigned banks.
  • Candidates should have experience in sales and account management, with a focus on the bancassurance channel.
  • This position offers opportunities for career and personal growth while contributing to the goal of helping a billion people live healthier lives by 2030.
  • The salary for this position is competitive, and candidates are expected to have a minimum of 3 years of relevant experience.

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 to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

Responsible for closing sales of various types of insurance policies in order to meet individual / team quotas and company business objectives

• Build and maintain effective long-term relationships and a high level of satisfaction with key decision makers and influencers at assigned banks
• Create demand for AIA's products by highlighting their ability to meet the client's needs
• Develop, implement and administer sales and distribution programmes for the bancassurance channel
• May manage accounts as part of a larger account team or manage named accounts within a geography for a particular product or product set

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.




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