-Attending conferences, meetings, and industry events.-Developing quotes and proposals for clients.-Developing goals for the development team and business growth and ensuring they are met.-Training personnel and helping team members develop their skills.

-Provide service to clients’ changing insurance needs by selling AIA products and services: life, health, and disability insurance.-Create and maintain good rapport with clients by offering good quality services for repeat business and referrals.-Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist customer in choosing the right financial plan.-Focus on customer-relationship.

-Understanding of CFDs, FX & precious metals and the brokerage industry-Knowledge of trading platforms such as MT4 & MT5-Maintain a strong development pipeline according to the company’s strategy.-Market research, evaluation of new opportunities, develop channel agents and high-quality clients.

-Meeting with clients to assess their financial circumstances including completing fact finds.-Advising clients on what mortgage is appropriate for their circumstances.-Maintain close business relationships with solicitors, housing developers, financial institutions, and relevant authorities.-Acts as an intermediary between the Bank and Customers to collect relevant documents, conduct property inspections or field visits, and provide status updates to customers on the mortgage loan applications.

-Understanding of CFDs, FX & precious metals and the brokerage industry-Knowledge of trading platforms such as MT4 & MT5-Identify new business opportunities, initiate business development activities-Participate in sales launches and data mining for potential customer and source for new business.