Financial Planner

About the Role

Help clients achieve financial goals by providing expert advice on life insurance, savings, investments, and financial protection at AIA Insurance.

Responsibilities

• Advise clients on life insurance, savings, investments, and financial protection
• Build and maintain long-term customer relationships
• Develop financial plans tailored to client goals
• Meet sales and revenue targets

Requirements

• A/L qualification minimum
• Minimum 1 year work experience

Skills

`Financial Planning` · `Life Insurance` · `Client Relationship Management` · `Sales` · `Investment Advisory`

How to apply

Or apply online: https://ikman.lk/en/ad/financial-planner-negombo-gampaha