Insurance Specialist

About the Role

• Responsible for drive sales performance of AIA products and services to bank partners
• Planning and implementing sales plan with regional head and BAY branches Daily/ Weekly / Monthly
• Maintain good relationship with BAY sales staff (ARM, BM, AS, RM, RD) and Bancassurance Team Daily
• Deliver training modules e.g. sales skill, sales process, product knowledge etc. to improve sales efficiency at BAY branches Daily
• To visit minimum of 1 branch per day and at least for all branches which is under the responsibility to close sales (if required) and sales support (e.g. medical check up, application and all documents are complete) Daily
• To motivate and recognize for BAY Staff who is high performer Daily
• Increase branch engagement and productivity through relationship, sales activities and support Daily / Weekly / Monthly
• Execution of duties in compliance with AIA Code of Conduct; Market Conduct Guidelines; Complaints Handling Procedure, Customer Privacy Policy and Marketing Materials Approval Procedure As required
• Responsible for other relating tasks as assigned to align with business policy and build long term business growth.
• Explore opportunity to improve work flow and build healthy environment