Wealth Planner

Updated: March 02, 2024 04:15 PM GMT

Part-time Job in Moratuwa, Western Province

AIA Sri Lanka

Moratuwa, Sri Lanka

Company Description

AIA Sri Lanka is a leading life insurer in Sri Lanka, committed to providing the right financial solutions to secure the future of families, plan ideal retirements, meet higher education needs and other savings goals. Part of the AIA Group, the largest independent pan-Asian life insurance group, we have the financial strength, experience, service center network, and well-trained staff to serve our valued customers nationwide.

Role Description

This is a part-time hybrid role located in Moratuwa offering flexibility to work remotely. As a Wealth Planner, the candidate will be responsible for advising clients on various financial investments and insurance policies based on their needs and goals. The candidate will also need to pursue new business opportunities and maintain relationships with existing clients, identifying cross-selling opportunities to maximise client retention and revenue growth. Our ideal candidate will have excellent interpersonal skills and a... More Detail