Financial Consultant as a Career
AIA Financial Consultant Career Path

In AIA, we offer an unlimited career opportunity for qualified individuals to become an AIA Financial Consultant. The career path that we offer is designed to develop high caliber university graduates and professionals catering to the needs of an upscale market.

As a Financial Consultant, one will play a consultative role in the area of personal financial planning. Essentially, financial planning covers the following four areas:-

    * Wealth protection
    * Wealth accumulation
    * Wealth conservation
    * Wealth distribution

Generally the individuals we are looking for as AIA Financial Consultant are those who possess the criteria listed below, though the list is not exhaustive:-

    * Aged 21 and above
    * Minimum a Diploma holder (in any field)
    * Individual with good interpersonal and communication skills as well as integrity
    * Self-disciplined
    * Motivated by financial well-being
    * Energetic
    * Ability to form good habits
    * Ability to establish long-term relationshipswith people based on trust and confidence.

We pride ourselves in being the only insurance company in the industry with a Financial Planning Department in which potential financial planners undergo a comprehensive and intensive training program called the “Financial Planning Programme“. We provide the best training that you could ever get in the market, and that is a well-known fact in the industry. Hence, one will not only be embarking on a rewarding life-long career but also a continuous learning and self-development process at the same time.

Financial Planning Programme (FPP) is a six-month programme specially designed to provide comprehensive training on sales, marketing skills, diverse areas of investment, retirement, estate, business insurance, education and tax planning.

Under the Financial Planning Programme (FPP), one will learn how to systematically calculate and analyze needs of a prospect and determine how life insurance can meet those needs.

    * Protection against the risks of life
    * Accumulation for education or other interim financial objectives
    * Retirement and supplementing other income sources

Besides that, one will also learn Time Value of Money (TVM) concept and how to use a Financial Calculator.

It is a five-step needs-driven sales system that is extensively field-tested and proven since its inception in 1969. Over the past three decades, many Financial Consultants have enjoyed the benefits of the system in terms of their business growth.

Besides providing the classroom training, an external consultant from one of the big reputable consultancy companies is engaged to share in the Financial Planning Programme (FPP). The main focus for this special session will be on three areas, namely Estate Planning, Business Insurance Planning and Income Tax Planning.

With the objective of incorporating need-based selling for higher market penetration, the Financial Planning Programme (FPP) offers a professional, fast-track career in the insurance industry, while concurrently enhancing the professionalism and confidence of the practitioner.