Home private vacancy Assistant Financial Planning Manager / Financial Planning Manager

Assistant Financial Planning Manager / Financial Planning Manager

Assistant Financial Planning Manager / Financial Planning Manager

Assistant Financial Planning Manager / Financial Planning Manager
Assistant Financial Planning Manager I Financial Planning
Manager (Senior Executive Level)
AIA Sri Lanka
We are looking tor dynamic individuals with a passion to fiurtner an advanced career
in Sales and Marketing. You will be a member ot our aancassurance Parnership
Direct Channel to generate sufficient customer referrals. In addition to that me
selected candidate has to maintain close business relationships witn every level ot
customers and all stakeholders.
Job Accountabilities
Agree on sales targets and sales plans with the Head of Sales and achieve me
assigned targets
• Generate a prospect database ot potential customers (leads) by working closely
with all stakeholders
• Generate more sales through existing customer referrals
• Gather & update competitor information industry information in order to conduct a
proper wealth conversation in promoting the Insurance products.
• Coordinate / atend monthly sales meetings, review meetings to perform duties
and aid business and organizational development
Job Specifications
3-4 years ot experience in sales preferably in the Finance or Insurance sector
handling financial products
• Professional qualification related to Sales or Marketing or tully/partly qualification
in SLIM / CIM is preterred
Excellent oral & written communication skills in English
Computer literacy, In MS Office applications such as Word, Excel, PowerPoint
Send your CV along witn the contact details ot buo non-related referees bye-mail
to [email protected]
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