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Wealth Planner

Full time @AIA INSURANCE Panadura Branch posted 3 days ago in Marketing, Sales & Business Development
  • Kalutara District, Sri Lanka LK View on Map
  • Post Date : August 5, 2026
  • Apply Before : September 5, 2026
  • View(s) 4
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Job Detail

  • Job ID 47071
  • Experience Less Than 1 Year
  • Gender MaleFemale

Job Description

The Wealth Planner is responsible for identifying customers’ financial needs and providing suitable life insurance, savings, protection, and investment solutions. The role involves building strong customer relationships, explaining financial plans clearly, achieving sales targets, and delivering excellent after-sales service.

Attached Files

Required skills

Age between 25–60 years Previous experience in marketing

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