AIA Life Planner

AIA Philippines; Cebu City; Hybrid; PHP 223,000 - 446,000; Full time

Job summary

AIA Philippines in Cebu is seeking a Life Planner to help clients achieve financial protection and wellness goals through tailored life insurance solutions. This full-time, hybrid role blends on-site client meetings with office work and some work-from-home flexibility for consultations, follow-ups, and documentation.

You will prospect and build a client base, conduct needs analyses, present product options, and assist clients with applications and policy servicing, while maintaining compliance

Qualifications

• Bachelor’s degree preferred; equivalent work experience in sales or client-facing roles is an advantage.
• Strong communication, listening and interpersonal skills for building trust.
• Sales, negotiation and customer service abilities within insurance/financial services.
• Basic financial planning and needs analysis to recommend solutions.
• Organizational and time-management skills for hybrid work.
• Comfort with digital tools and office software for remote and on-site work.

Responsibilities

• Prospect and build a client base through meetings and outreach.
• Conduct needs analysis and present suitable life insurance options.
• Assist clients with applications and policy servicing.
• Maintain regular communication and conduct reviews of coverage.
• Participate in training, ensure regulatory and company compliance.

Skills

Communication

Sales

Customer Service

Negotiation

Interpersonal Skills

Time Management

Education

Bachelor's degree preferred

Tools

Office Suite

CRM Basics

Email Platforms

Job description

Company Description

At AIA Philippines, people are supported through life’s changing challenges and opportunities with personalized insurance and financial solutions. The company is committed to meaningful customer engagement, using dialogue to understand individual needs and to design plans that turn concerns into security and aspirations into achievements. AIA Philippines is part of AIA, the largest independent publicly listed pan-Asian life insurance group, offering strong regional backing and long-term stability. Guided by its vision to be the Philippines’ pre-eminent life insurance provider, AIA Philippines is driven by a mission to protect Filipino families and empower them to live healthier, longer, better lives.

Role Description

The AIA Life Planner is responsible for helping clients identify and achieve their financial protection and wellness goals through tailored life insurance and related solutions. This full-time, hybrid role is based in Cebu, with a mix of on-site client meetings and office activities, plus some work-from-home flexibility for consultations, follow-ups, and documentation. Day-to-day tasks include prospecting and building a client base, conducting needs analysis, presenting suitable product options, and assisting clients with applications and policy servicing. The role also involves maintaining regular communication with clients, organizing reviews of their coverage, participating in training and development programs, and adhering to regulatory and company compliance standards. Life Planners collaborate with team members and managers to achieve sales targets and contribute to broader initiatives that support healthier, longer, better lives for customers.

Qualifications

• Strong communication, listening, and interpersonal skills to build trust and long-term client relationships.
• Sales, negotiation, and customer service abilities, ideally with experience in insurance, banking, or financial services.
• Basic financial planning, needs analysis, and problem-solving skills to recommend appropriate life and health insurance solutions.
• Organizational and time-management skills for managing appointments, follow-ups, and documentation in a hybrid work setup.
• Comfort with digital tools, online communication platforms, and basic office software to support remote and on-site work.
• Self-motivated, goal-oriented mindset with resilience and integrity in meeting performance objectives and compliance standards.
• Bachelor’s degree in any field is preferred; equivalent work experience in sales or client-facing roles is an advantage.
• Willingness to be based in Cebu and to work in a hybrid arrangement, including occasional evening or weekend appointments as needed.