Sales Advisory & Standards, Specialist/Consultant
About this role
FIND YOUR 'BETTER' 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.
If you believe in better, we’d love to hear from you.
About the Role
To elevate the competency and professionalism of the sales force by strengthening the Sales Advisory framework, ensuring full compliance with regulatory requirements while embedding robust monitoring and governance. Drive continuous improvement through digital transformation and process innovation to deliver sustainable, customer-centric outcomes.Roles and Responsibilities:
1) Lead talent development and succession planning by conducting performance reviews, setting clear KPIs and implementing coaching and development strategies to build a high-performing and resilient team.
2) Provide strategic guidance and oversight to ensure compliance, operational excellence and continuous improvement in key governance and advisory areas such as:
- Sales Advisory and Leader Endorsement
- Pre-Transaction Check
- T&C Plan
- Close Monitoring for Onboarding
- Annual Review
- Replacement of Policies (ROP) Appeal Management
- Welcome Call Monitoring
3) Drive and oversee high-impact initiatives including regulatory related projects, system enhancements and digital transformation programmes to strengthen governance, improve efficiency and enhance customer experience while ensuring timely delivery within budget and quality standards.
4) Develop and execute strategies to elevate sales advisory standards, proactively identify and mitigate compliance risks and ensure alignment with regulatory requirements, business objectives and company vision.
5) Champion digitalization and innovation initiatives by leveraging technology, automation and data analytics to enhance sales advisory processes, improve operational efficiency and deliver superior customer outcomes.
6) Promote knowledge sharing and capability building by developing training programs, delivering district-level engagement sessions and developing effective communication strategies aligned with business objectives. Served as a trusted advisor to agency leaders to drive adoption of governance standards, best practices and continuous improvement initiatives.
Minimum Job Requirements:
- Education – Minimum Degree Holder
- Experience – Minimum 8 years of experience in life insurance or related industry with relevant managerial experience
- Certifications/licenses –
- Capital Markets and Financial Advisory Examinations – Module 5 (Rules & Regulations for Financial Advisory Services)
- Capital Markets and Financial Advisory Examinations – Module 9 (Life Insurance & Investment Linked Policies)
- Health Insurance Module
- Strong understanding of MAS’ Financial Advisers Act (FAA), relevant notices, regulations and guidelines; LIA Guidelines, Product Knowledge and Company’s procedures and processes.
- Exceptional communication, problem-solving and influencing skills; strategic thinking; ability to coach and develop teams; strong presentation and facilitation skills and proficiency in leveraging digital tools and data analytics for decision-making.
Believe in better with AIA. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way!
#LI-SF1
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.
Company at a glance
AIA Group Limited and its subsidiaries (collectively “AIA” or the “Group”) comprise the largest independent publicly listed pan-Asian life insurance group. It has a presence in 18 markets – wholly-owned branches and subsidiaries in the Chinese Mainland, Hong Kong SAR(4), Thailand, Singapore, Malaysia, Australia, Cambodia, Indonesia, Myanmar, New Zealand, the Philippines, South Korea, Sri Lanka, Taiwan (China), Vietnam, Brunei and Macau SAR(5), and a 49 per cent joint venture in India. In addition, AIA has a 24.99 per cent shareholding in China Post Life Insurance Co., Ltd.
The business that is now AIA was first established in Shanghai more than a century ago in 1919. It is a market leader in Asia (ex-Japan) based on life insurance premiums and holds leading positions across the majority of its markets. It had total assets of US$360 billion as of 30 June 2026.
AIA meets the long-term savings and protection needs of individuals by offering a range of products and services including life insurance, accident and health insurance and savings plans. The Group also provides employee benefits, credit life and pension services to corporate clients. Through an extensive network of agents, partners and employees across Asia, AIA serves the holders of more than 45 million individual policies and over 16 million participating members of group insurance schemes.
AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock codes “1299” for HKD counter and “81299” for RMB counter with American Depositary Receipts (Level 1) traded on the over-the-counter market under the ticker symbol “AAGIY”.
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