Wealth Planner

About the Role

Assess client financial goals and recommend suitable life, health, savings, and investment solutions as a commission-based Wealth Planner for AIA Insurance Lanka in Maharagama.

Responsibilities

• Understand clients' financial goals and recommend suitable life/health insurance, savings, investment, and protection solutions
• Deliver customized wealth management guidance tailored to individual lifecycle stages
• Build client relationships through professional financial advisory services

Requirements

• Minimum G.C.E. Ordinary Level (O/L) and Advanced Level (A/L) qualifications
• No prior work experience required

Skills

`Insurance Sales` · `Financial Planning` · `Client Relationship Management` · `Wealth Management` · `Communication` · `Needs Analysis`

What we offer

• Commission-based earnings with performance incentives and bonuses exceeding LKR 150,000
• International incentive trips and overseas conventions
• Medical coverage provided by AIA
• Career development and training opportunities
• Modern office environment

How to apply

Email your CV to **namal.fernando@aialanka.com.lk** with the position title in the subject line.

Or apply online: https://ikman.lk/en/ad/wealth-planner-maharagama-colombo-6