Jobs
>
Houston

    Wealth Management Consultants - Houston, United States - AIA Hong Kong and Macau

    AIA Hong Kong and Macau
    AIA Hong Kong and Macau Houston, United States

    2 weeks ago

    Default job background
    Description
    Wealth Management Consultants page is loaded

    Wealth Management Consultants

    Apply

    locations

    Singapore, SG-AIA Singapore

    posted on

    Posted Today

    job requisition id

    JR-43901

    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

    Key Responsibilities:
    Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development

    Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle.

    Ensure seamless customer experience from client application, medical to policy inception
    Attend to servicing queries from clients and be the first point of contact for any customer complaints
    Manage own portfolio of clients by

    Providing financial advice based on clients' financial and protection needs
    Providing recommendation to clients on wealth accumulation and legacy planning
    Delivering a high level of professional customer service to customers

    Driving company initiatives/ projects, eg, Lead Generation Campaigns, Customer Promotions etc.

    Participate in scheduled sales training and other professional development courses to enhance sales skills and meet the mandatory CPD hours requirement to ensure Fit & Proper.


    Key Requirements:

    Minimum education:
    Diploma,

    Advanced/Higher/Graduate

    Diploma and higher
    3-5 years of relevant experience with demonstrated track record of sales achievement

    Great enthusiasm, a can-do attitude, and exceptional organizational skills to this highly visible role to help with the sales growth.

    Results-driven, professional, passionate for growth
    Experience in Insurance related Sales environment with certifications in

    CMFAS M5, M9, M9A, HI.
    Experience with HNW case management
    Knowledge of estate planning, trust services will be added benefit
    #LI-SC1
    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.
    Similar Jobs (1)

    Business Development Manager

    locations

    Singapore, SG-AIA Singapore

    posted on

    Posted 30+ Days Ago
    At AIA, we don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.

    We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make.

    So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives, build healthier societies and cultivate healthier environments that better everyone.

    If you believe in inspiring a better future, we'd love to hear from you.

    #J-18808-Ljbffr
  • The Cigna Group

    Management Consultant

    6 hours ago

    The Cigna Group Houston, United States

    **What We Do**:Enable more affordable Healthcare by enabling Cigna's network contracting organization to negotiate best-in-class rates with healthcare providers. We bring prescriptive insights to the forefront of the decision-making processes and position our teams to achieve bet ...

  • Capgemini

    Managing Applications Consultant

    2 weeks ago

    Capgemini Houston, United States

    **Job description**: · Extensive experience in S/4HANA PTP. Extensive experience in PTP processes and integrations with other modules. Leads facilitation of PTP workshops. Manages PTP deliverables, and staffing requirements. Primary face off to the client in the PTP space. Respon ...

  • Capgemini

    Managing Applications Consultant

    2 weeks ago

    Capgemini Houston, United States

    **Job description**: · Capgemini is looking for a highly experienced SAP Global Trade Services (GTS) Managing Consultant with broad experience in designing and implementing end to end Trade Compliance solutions for clients in various industries. Moreover, we are looking for indiv ...

  • DNV

    Consultant - Risk Management

    1 week ago

    DNV Houston, United States

    **About us**: · We are the independent expert in assurance and risk management. Driven by our purpose, to safeguard life, property, and the environment, we empower our customers and their stakeholders with facts and reliable insights so that critical decisions can be made with co ...

  • Capgemini

    Managing Applications Consultant

    2 weeks ago

    Capgemini Houston, United States

    **Job description**: · Capgemini is looking for a highly experienced SAP Global Trade Services (GTS) Managing Consultant with broad experience in designing and implementing end to end Trade Compliance solutions for clients in various industries. Moreover, we are looking for indiv ...

  • DNV

    Consultant - Risk Management

    2 weeks ago

    DNV Houston, United States

    **About us**: · We are the independent expert in assurance and risk management. Driven by our purpose, to safeguard life, property, and the environment, we empower our customers and their stakeholders with facts and reliable insights so that critical decisions can be made with co ...

  • MetLife

    Account Management Consultant

    1 day ago

    MetLife Houston, United States

    Location(s)- Posting Location: Houston, Texas · - Posting Location: Aurora, Illinois · - Posting Location: Overland Park, Kansas · - Country- United States- Working Schedule- Full-Time- Work Arrangement- Hybrid- Travel Required- 25%- Relocation Assistance Available- No- Posted Da ...

  • Dell

    Services Account Management Consultant

    1 week ago

    Dell Houston, United States Full time

    Services Account Management Consultant · Dell Technologies customers expect great things from both our products and our services. Account Services Management is all about managing and overseeing seamless service delivery processes. It's a hugely varied field of work. Processes ra ...

  • Investors' Property Services

    Leasing Consultant, Property Management

    6 days ago

    Investors' Property Services Houston, United States

    **Family owned property management company is seeking a Leasing Consultant as part of our growing operations in the Houston, Texas market. Competitive base plus commissions paid based on results Bilingual English / Spanish speaking skills required** · This position is responsible ...

  • The Lab Consulting

    Management Consultant

    2 weeks ago

    The Lab Consulting Houston, United States

    We are a mid-sized Management Consulting, Automation, and Data/Process Science firm, established in 1993, serving Fortune 1000 companies throughout North America. We have developed a unique, template-based and data-centric approach to our client projects, which are conducted most ...

  • Environmental Resources Management Southwest, Inc.

    Managing Consultant

    2 weeks ago

    Environmental Resources Management Southwest, Inc. Houston, United States

    Managing Consultant - Air Quality (Senior Level) page is loaded · Managing Consultant - Air Quality (Senior Level) · Apply · locations · Houston, Texas · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R · ERM · seeks a motivated · Managi ...

  • Erm LLC

    Managing Consultant

    1 week ago

    Erm LLC Houston, United States

    ERM seeks a motivated Managing Consultant, Air Quality, with significant consulting experience and client relationships, to grow our air quality services business in Texas. This is a partner-track opportunity for an air quality professional looking to further advance their career ...

  • Michael Page International GmbH

    Managing Consultant

    4 days ago

    Michael Page International GmbH Houston, United States

    About Our Client · Michael Page is a leading recruitment agency dedicated to fostering sustainability and renewable energy transformation. We partner with innovative companies in the renewable energy industry, focused on solar, storage and wind projects, helping them find the rig ...

  • Michael Page

    Managing Consultant

    2 weeks ago

    Michael Page Houston, United States Full time

    About Our Client Michael Page is a leading recruitment agency dedicated to fostering sustainability and renewable energy transformation. We partner with innovative companies in the renewable energy industry, focused on solar, storage and wind projects, helping them find the right ...

  • BravoTECH

    Consulting Program Manager

    4 days ago

    BravoTECH Houston, United States

    1 year contract assignment · Onsite in DOWNTOWN Houston, TX 77002 · Essential general skills: · Global consulting background. · Experience across a variety of industries and clients. · Well-rounded background in ERP, SaaS, COTS, custom development. · Team player. · Excellent acti ...

  • Mastech Digital

    Change Management Consultant

    3 weeks ago

    Mastech Digital Houston, United States

    Change Management Consultant with business analysis experience · Hybrid in Houston, TX (Onsite on Monday, Tuesday, Thursday) · 12+ Months · Manager notes: · We will consider seasoned OCM/Change Management candidates for this role, especially if they have some experience in the B ...

  • BravoTECH

    Consulting Program Manager

    1 week ago

    BravoTECH Houston, United States

    1 year contract assignment · Onsite in West Houston, TX 77002 · Essential general skills: · Global consulting background. · Experience across a variety of industries and clients. · Well-rounded background in ERP, SaaS, COTS, custom development. · Team player. · Excellent active l ...

  • Sendero

    Management Consulting Analyst

    3 days ago

    Sendero Houston, United States

    Are you an experienced consultant looking for the next step on your career journey? Sendero hires great leaders who are passionate about delivering excellent results and cultivating an inspirational culture. As an Analyst at Sendero, you will continue to refine your consulting sk ...

  • Sendero

    Management Consulting Associate

    2 weeks ago

    Sendero Houston, United States

    Sendero is a management consulting firmdedicated to delivering impactful results for our clients and in our community. Whether a Fortune 100 company, a local non-profit, or an innovative start-up, we strive to help others unleash their potentialwhile upholding the commitment to l ...

  • Reseco Advisors

    Consultant - Risk Management

    10 hours ago

    Reseco Advisors Houston, Texas, United States Permanent

    Reseco Group Holdings is seeking a highly experienced and knowledgeable Consultant to join our team. As a Consultant, you will play a critical role in helping our clients identify, assess, and build a culture centered around the safety of their people. · In this role, you will wo ...