Financial Advisor

AIA Philippines; Philippines; On-site; PHP 167,000 - 301,000; Part time

Job summary

AIA Philippines is seeking Part-Time Financial Advisors in Quezon City to help clients identify goals, assess needs, and present suitable life insurance, health, savings, and retirement planning solutions. Training and client support are provided to develop expertise in financial products.

Ideal candidates are motivated, with strong communication and relationship-building skills, and a willingness to learn within the financial services industry.

Qualifications

• Strong interest or skills in Financial Planning, Finance, and Investments
• Ability to understand client needs and recommend suitable financial solutions
• Knowledge of retirement planning, insurance, savings, and investments
• Excellent communication, presentation, and relationship-building skills
• Customer-focused, ethical, analytical, and willing to learn
• College students, fresh graduates, and career starters are welcome to apply
• Bachelor's degree in Business, Finance, Economics, or related fields is preferred
• Financial services experience or certifications is an advantage, but motivated beginners are welcome to apply

Responsibilities

• Help clients identify their financial goals and protection needs
• Conduct financial assessments and present suitable solutions
• Educate clients on life insurance, health, savings, investments, and retirement planning
• Assist with applications and provide ongoing client support
• Attend training and develop your knowledge of financial products and services

Skills

Financial Planning

Finance

Investments

Communication

Presentation

Relationship-building

Education

Bachelor's degree in Business/Finance/Economics

Job description

AIA Philippines is a leading life insurance provider committed to helping Filipinos live healthier, longer, and better lives. Through personalized financial solutions, AIA helps customers protect their families, prepare for life's challenges, and achieve their financial goals. As part of the AIA Group, a leading pan-Asian life insurance group, AIA Philippines is backed by strong regional expertise, stability, and a commitment to customer-focused service.

Role Description

We are looking for Part-Time Financial Advisors to join our team in Quezon City.

As a Financial Advisor, you will:

• Help clients identify their financial goals and protection needs
• Conduct financial assessments and present suitable solutions
• Educate clients on life insurance, health, savings, investments, and retirement planning
• Assist with applications and provide ongoing client support
• Attend training and develop your knowledge of financial products and services

Ideal candidates: Motivated individuals who are willing to learn, build relationships, and grow in the financial services industry.

Qualifications

• Strong interest or skills in Financial Planning, Finance, and Investments
• Ability to understand client needs and recommend suitable financial solutions
• Knowledge of retirement planning, insurance, savings, and investments
• Excellent communication, presentation, and relationship-building skills
• Customer-focused, ethical, analytical, and willing to learn
• College students, fresh graduates, and career starters are welcome to apply
• Bachelor's degree in Business, Finance, Economics, or related fields is preferred
• Financial services experience or certifications is an advantage, but motivated beginners are welcome to apply