Financial Planning Executive

Colombo, SL-AIA Sri Lanka Until 8/22/2026 First posted March 21, 2025 Last posted March 15, 2026
Job description

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 to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

Responsible for closing sales of various types of insurance policies in order to meet individual / team quotas and company business objectives

• Build and maintain effective long-term relationships and a high level of satisfaction with key decision makers and influencers at assigned banks
• Create demand for AIA's products by highlighting their ability to meet the client's needs
• Develop, implement and administer sales and distribution programmes for the bancassurance channel
• May manage accounts as part of a larger account team or manage named accounts within a geography for a particular product or product set

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.

About this role

Summary

Close sales of insurance policies to meet quotas and objectives.

Job title

Financial Planning Executive

Experience level

Industry

insurance

Location requirements

Located in Colombo, remote work not allowed.

Salary

Not specified

Management role

No

Skills & keywords

Required skills

None specified

Preferred skills

None specified

Specializations

insurancesalesbancassurancerelationship management
Locations

Structured locations inferred from the posting.

Colombo, Sri Lanka

On-site City