Financial Planning Executive (Bancassurance / Sales)

Job Description

Location: Sri Lanka

Job Type: Full-Time

About the Role:
We are seeking a motivated and dynamic Financial Planning Executive to join our team in the Bancassurance and Sales division. This role offers an exciting opportunity to work in a bank environment, providing financial planning services and insurance solutions to clients. The position comes with unlimited earning potential, attractive benefits, and opportunities for global exposure.

Key Responsibilities:

• Provide financial planning and insurance solutions to clients in a bank environment.
• Build and maintain strong relationships with clients to understand their financial needs.
• Achieve sales targets and contribute to the growth of the bancassurance portfolio.
• Participate in promotional activities and events to enhance product visibility.
• Ensure compliance with company policies and regulatory requirements.

What We Offer:

• Unlimited earning potential.
• Attractive basic salary + travel allowance.
• Festival bonus.
• Overseas travel and global exposure opportunities.
• Medical coverage.
• A supportive and dynamic work environment.

Requirements:

• Strong communication and interpersonal skills.
• Ability to build and maintain client relationships.
• Self-motivated with a drive to achieve sales targets.
• Willingness to participate in continuous learning and professional development.
• A commitment to providing excellent customer service.

How to Apply:
Email your CV to LKE_vacancies@aia.com.

Join our team and take the next step in your career with a company that values growth, development, and excellence!