AIA Life Planner

AIA Philippines; Dasmariñas; Hybrid; PHP 300,000 - 600,000; Full time

Job summary

AIA Philippines is seeking a Life Planner for a full-time hybrid role based in Dasmariñas. You will meet clients, assess financial goals and protection needs, and recommend suitable life insurance and related solutions.

The role involves preparing proposals, explaining product features, and assisting with applications, servicing, and claims inquiries. Day-to-day duties include prospecting, networking, and participating in sales and marketing activities while maintaining client records and

Qualifications

• Strong communication, interpersonal and presentation skills.
• Analytical and problem-solving abilities to assess client needs.
• Self-motivated and goal-oriented in a performance-driven environment with clear targets.
• Bachelor’s degree in business, finance, marketing or related field is advantageous but not required.

Responsibilities

• Meet with potential and existing clients to understand financial goals, protection needs and life plans, then recommend suitable life insurance and related solutions.
• Conduct needs-based financial assessments and prepare proposals.
• Explain product features and benefits; assist clients with applications, policy servicing and claims inquiries.
• Prospect and network; participate in sales and marketing activities; maintain accurate client records.
• Follow compliance and regulatory standards; engage in training and coaching to improve advisory skills and customer relationships.

Skills

Communication skills

Interpersonal skills

Presentation skills

Analytical thinking

Problem solving

Self-motivation

Goal orientation

Education

Bachelor’s degree in Business/Finance/Marketing (advantageous)

Job description

Company Description

AIA Philippines is dedicated to supporting people through life's changing challenges and opportunities by building genuine, long-term relationships with customers. Through meaningful conversations, the company provides tailored insurance solutions that turn concerns into security and aspirations into achievable goals. As part of AIA, the largest independent publicly listed pan-Asian life insurance group, AIA Philippines offers strong regional backing and industry expertise. Guided by its vision to be the Philippines' pre-eminent life insurance provider, the company strives to help customers live healthier, longer, better lives. Its mission focuses on protecting Filipino families and empowering them with financial security and wellness-focused initiatives.

Role Description

The AIA Life Planner is a full-time, hybrid role based in Dasmariñas, with a mix of on-site client engagement and some work-from-home flexibility. This role involves meeting with potential and existing clients to understand their financial goals, protection needs, and life plans, then recommending suitable life insurance and related solutions. The Life Planner will conduct needs-based financial assessments, prepare proposals, explain product features and benefits, and assist clients with applications, policy servicing, and claims-related inquiries. Day-to-day responsibilities include prospecting and networking, participating in sales and marketing activities, maintaining accurate client records, and following compliance and regulatory standards. The role also includes continuous professional development through training and coaching to improve product knowledge, advisory skills, and customer relationship management.

Qualifications

• Candidates should demonstrate strong communication, interpersonal, and presentation skills, with the ability to build trust and long-term client relationships.
• Candidates should have good analytical and problem‑solving abilities to assess customer needs and recommend appropriate financial protection solutions.
• Candidates should be self‑motivated, goal‑oriented, and comfortable working in a performance‑driven environment with clear sales and service targets.
• A bachelor’s degree in business, finance, marketing, or any related field is advantageous but not required.
• Willingness to work in a hybrid setup based in Dasmariñas and to attend trainings, client meetings, and events as required.