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Wealth Manager – Insurence Agent in Colombo, Western Province

Insurence Agent
Published 4 months ago

Insurence Agent is currently accepting applications for the position of Wealth Manager in the Western Province area. The job type available for this position is Part-time.

We are looking for candidates who possess proficient Finance and Sales skills and have a minimum of Mid-Senior level in the respective field. In addition to technical expertise, we highly value traits such as honesty, discipline, and a strong sense of responsibility in our prospective employees.

The company offers a competitive estimated salary of approximately රු. 16,000 - රු. 39,000 (per Month). However, it is important to note that the final salary offer may vary and is subject to the discretion of the company.

Insurence Agent operates within the Insurance industry. If you are interested in applying for this position and joining our esteemed organization, we encourage you to submit your application promptly.

Job Information

Company:Insurence Agent
Position:Wealth Manager
Region:Colombo - Western Province, Western Province
Education:Confidential
Job Function:Finance and Sales
Seniority Level:Mid-Senior level
Salary:LKR 15.500 - LKR 39.000 per Month
Job Type:Part-time
Industry:Insurance

Job Description

Company Description

AIA, established in 1919, is the largest independent publicly listed pan-Asian life insurance group. AIA takes pride in its long-term relationships with customers and agents, committed to shaping a sustainable future through ESG.

Role Description

This part-time hybrid role for a Wealth Planner involves financial planning, investment management, and advising clients on insurance and financial products. Remote work flexibility is available.

Qualifications

  • Financial Planning, Investment Management, and Finance skills
  • Knowledge of Investments and Insurance
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Relevant certifications preferred
  • Prior experience in the financial services industry preferred
  • Bachelor’s degree in Finance or related field

Benefit

  • Gaining experience
  • Taught first
  • Receiving a bonus for overtime

Application Requirements

  • Good physical and mental health
  • Minimum age 17 years
  • Discipline and adherence to time
  • Honest and responsible
  • Good character
  • Satisfaction in working and learning
  • For other requirements, please check through the application form.

Company address

Province Western Province
City Colombo
Full Address BIMA Lanka Insurance Brokers (Pvt) Ltd, No. 30-3/1 Galle Rd, Colombo 00600, Sri Lanka
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Job Application Information

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Company Information

Insurence Agent

Industry: Insurance

An Insurence Agent in Sri Lanka specializes in providing individuals and businesses with insurance products and services to protect against financial risks. These agents offer a range of insurance options such as life, health, property, and vehicle insurance to cater to the diverse needs of clients. With expert knowledge of the insurance industry and local regulations, Insurence Agents help clients choose the right coverage plans tailored to their specific requirements. By offering personalized advice and solutions, these agents play a crucial role in ensuring financial security and peace of mind for their clients in Sri Lanka.