Wealth Planners Manager

Company Description AIA Sri Lanka is a leading life insurer committed to helping people secure their financial futures in a constantly changing world. The company offers comprehensive Life and Health insurance solutions to support family protection, retirement planning, children’s higher education, and broader savings needs. 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 wide service centre network and well-trained staff, the company serves customers nationwide and focuses on delivering high-quality, customer-centric solutions.Role Description The Wealth Planners Manager is a full-time role based in Colombo with a hybrid work arrangement, combining office-based collaboration and some work-from-home flexibility. This role is responsible for leading and managing a team of Wealth Planners to deliver tailored life and health insurance, retirement, and savings solutions to individual clients. Daily activities include coaching and developing team members, setting sales targets, monitoring performance, and ensuring compliance with regulatory and company standards. The Wealth Planners Manager will analyze market trends, support business development initiatives, and coordinate with internal stakeholders to improve sales processes and customer experience. The role also involves reviewing client portfolios, supporting financial needs assessments, and promoting a culture of ethical, customer-focused advice.Qualifications Proven experience in life insurance, wealth management, or financial planning, with a track record in leading sales or advisory teams.Strong skills in client relationship management, needs-based selling, and customer service, with the ability to build trust and long-term partnerships.Competence in performance management, coaching, and training, enabling the effective development and motivation of a team of Wealth Planners.Good analytical and problem-solving skills, including the ability to interpret financial data, market trends, and sales metrics.Effective communication, presentation, and interpersonal skills for engaging clients, team members, and cross-functional partners.Familiarity with regulatory requirements and compliance standards in the insurance and financial services sector.Bachelor’s degree in Finance, Business, Economics, Management, or a related field; professional qualifications in insurance or financial planning (e.g., CFP, CIIP) are an advantage.Comfort with hybrid working arrangements, using digital tools and CRM systems to manage teams and client portfolios efficiently.