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Wealth Planner

Full time @Victory Through Dedication – AIA Head Office Branch -Region 18 posted 2 days ago in Marketing, Sales & Business Development
  • Colombo District, Sri Lanka LK View on Map
  • Post Date : August 6, 2026
  • Apply Before : September 6, 2026
  • View(s) 6
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Job Detail

  • Job ID 47310
  • Experience Less Than 1 Year
  • Gender MaleFemale

Job Description

A Wealth Planner helps individuals and families identify their financial goals and recommends suitable insurance and financial protection solutions. The role focuses on building long-term client relationships, providing financial guidance, and achieving sales targets while maintaining high ethical standards.

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Required skills

Sales experience Strong communication & interpersonal skills

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