Job Description

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

Sound like you? Then read on.

About the Role

The Unassigned Conservation and Lead Conversion Specialist focuses on retaining existing customers who are no longer assigned to a Life Planner as well as driving new sales through effective communication, relationship-building and strategic sales techniques. The role strives to offer product solutions on financial needs of prospective and existing customers, both assigned and unassigned, to ensure achievement of individual and company targets and critical metrics.

Roles and Responsibilities:

  • Customer Retention: Implement strategies to enhance customer loyalty and minimize attrition. Proactively reach out to unassigned customers to assess satisfaction, address concerns, and generate saved ANP through retention and lapse prevention.
  • Sales Performance: Nurture and convert leads t...

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