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Wealth Planner – AIA Sri Lanka in Colombo, Western Province

AIA Sri Lanka
Published 1 month ago

AIA Sri Lanka is currently seeking applicants for the position of Wealth Planner in the Western Province area. The available job type for this position is Other.

We are specifically looking for individuals who possess strong Finance and Sales skills and have a minimum of Entry level in the field. In addition to technical expertise, we highly value honesty, discipline, and a strong sense of responsibility in our employees.

The company offers a competitive estimated salary of approximately රු. 15,000 - රු. 35,000 (per Month). However, it is important to note that the final salary offer may vary and is subject to the company's discretion.

AIA Sri Lanka operates within the Insurance industry. If you are interested in applying for this position and becoming a part of our company, we encourage you to submit your application.

Job Information

Company:AIA Sri Lanka
Position:Wealth Planner
Region:Colombo - Western Province, Western Province
Education:Confidential
Job Function:Finance and Sales
Seniority Level:Entry level
Salary:LKR 15.000 - LKR 35.000 per Month
Job Type:Other
Industry:Insurance

Job Description

Job Title: Wealth Planner

Location: Colombo, Sri Lanka

Company: AIA Sri Lanka

Job Description: AIA Sri Lanka is seeking enthusiastic individuals to join us as Wealth Planners. As a Wealth Planner, you will assist clients in shaping their financial future through savings, insurance, and investment strategies.

Responsibilities:

  • Identify and engage potential clients
  • Offer financial advice tailored to clients’ needs and goals
  • Establish lasting client relationships
  • Stay informed on financial products and market trends

Requirements:

  • GCE O/L with a pass in Mathematics
  • Effective communication skills
  • Positive mindset and eagerness to learn
  • Sales experience is advantageous

What We Offer:

  • Competitive salary with performance bonuses
  • Comprehensive training provided
  • Opportunities for career advancement
  • Supportive and welcoming work environment

Benefit

  • Gaining experience
  • Taught first
  • Receiving a bonus for overtime

Application Requirements

  • Physically and mentally healthy
  • Minimum age of 17 years
  • Disciplined and punctual
  • Honest and responsible
  • Good personality
  • Enthusiasm in working and learning
  • For other requirements, please check through the job form.

Company address

Province Western Province
City Colombo
Full Address AIA Insurance Lanka Limited, AIA Tower, 92 Srimath Anagarika Dharmapala Mawatha, Colombo 00700, Sri Lanka
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Job Application Information

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Company Information

AIA Sri Lanka

Industry: Insurance

AIA Sri Lanka is a leading insurance company in Sri Lanka, known for its innovative products and exceptional customer service. With a strong presence in the insurance market, AIA Sri Lanka offers a wide range of life insurance, health insurance, and investment products to meet the diverse needs of its customers. The company is committed to providing financial protection and peace of mind to individuals and families across Sri Lanka, through their reliable and efficient services. AIA Sri Lanka is dedicated to making a positive impact on the lives of their customers, helping them secure their futures and achieve their financial goals.