Wealth planner/Wealth Planning Manager/Team Managers/ Branch managers/Area Manager/Insurance Advisor

Company Description AIA Sri Lanka is a leading life insurance provider, offering Life and Health insurance solutions that help individuals and families plan for long-term financial security. The company supports customers with products to protect their families, prepare for retirement, fund children’s higher education, and meet broader savings goals. As part of AIA Group, the largest independent publicly listed pan-Asian life insurance group, AIA Sri Lanka benefits from strong financial backing and extensive regional expertise. With a nationwide service center network and well-trained teams, the company is focused on delivering reliable, customer-centered financial solutions in a changing world.Role Description This is a full-time hybrid role based in Colombo, with a combination of office-based work and some work-from-home flexibility. Wealth Planners, Wealth Planning Managers, Team Managers, Branch Managers, Area Managers, and Insurance Advisors will advise clients on life and health insurance solutions, savings plans, and long-term wealth strategies aligned with their financial goals. Daily responsibilities include meeting clients, assessing financial needs, proposing suitable insurance and investment solutions, and maintaining ongoing relationships to review and adjust plans. Team and branch leadership roles also involve coaching and guiding team members, setting sales and service targets, monitoring performance, and ensuring adherence to regulatory and company standards. All positions work closely with internal support teams to deliver high-quality customer service and achieve sustainable business growth.Qualifications Strong financial planning skills, including the ability to assess client needs and design appropriate long-term financial and protection strategies.Knowledge of investment management and investments, with the ability to explain options and risks in clear, client-friendly terms.Solid understanding of finance principles, including budgeting, savings, and risk management.Practical experience or strong interest in insurance, preferably in life and health insurance advisory or sales.Excellent communication and interpersonal skills, with the ability to build trust and maintain long-term client relationships.Goal-oriented mindset with proven ability or potential to meet sales and service targets in a structured environment.Leadership and coaching skills for manager-level roles, including team development and performance management.Proficiency in basic IT tools and digital communication platforms; fluency in English and local languages is an advantage.Relevant academic background in finance, business, economics, or a related field; professional certifications in financial planning or insurance are an added benefit.