Financial Advisor

AIA Philippines; Philippines; Hybrid; PHP 420,000 - 660,000; Full time

Job summary

AIA Philippines in Quezon City is seeking a Financial Advisor to engage clients, assess financial needs, and recommend suitable life insurance, savings, and investment solutions. The role features a hybrid work setup with in-person meetings and remote work options.

Ideal candidates have a strong finance foundation, experience in advisory and client needs analysis, and excellent communication skills. A bachelor’s degree in relevant fields is preferred, with licensing or certifications an

Qualifications

• Strong foundation in Finance and Financial Planning to analyze client situations.
• Knowledge of Investments and Retirement Planning for goal-based strategies.
• Experience in Financial Advisory, including client consultation and needs analysis.
• Excellent communication and interpersonal skills to build trust and relationships.
• Commitment to ethical standards and regulatory compliance.
• Comfort with hybrid work including in-person meetings in Quezon City and productive work from home.
• Degree preferred; certifications or licensing in financial services or insurance are advantages.
• Sales, banking, insurance, or customer-facing experience is beneficial but not mandatory.

Responsibilities

• Meet with clients to assess financial needs and risk tolerance.
• Present tailored life insurance, savings, and investment proposals.
• Support clients through policy applications and ongoing servicing.
• Monitor client portfolios and document interactions for compliance.

Skills

Finance & Planning

Investments & Retirement

Client Consultation

Communication

Regulatory Compliance

Hybrid Work

Education

Bachelor’s degree in Finance/Business/Economics

Job description

Company Description AIA Philippines is a leading life insurance provider dedicated to supporting individuals and families through life’s changing needs, challenges, and opportunities. By engaging customers in meaningful conversations, the company aims to offer tailored solutions that turn concerns into confidence and aspirations into achievable goals. As part of AIA, the largest independent publicly listed pan-Asian life insurance group, AIA Philippines leverages a strong regional network and industry expertise. Guided by its vision to be the country’s pre-eminent life insurance provider and its mission to protect Filipino families, AIA Philippines focuses on helping customers live healthier, longer, and better lives.

Role Description This is a full-time Financial Advisor role based in Quezon City with a hybrid work arrangement that allows some work-from-home flexibility. The Financial Advisor will engage prospective and existing customers, assess their financial needs, and recommend suitable life insurance, protection, savings, and investment solutions. Daily responsibilities include conducting client meetings, performing financial assessments, preparing and presenting proposals, and supporting customers in policy applications and servicing. The role also involves monitoring client portfolios, keeping track of market and product developments, and maintaining accurate records in compliance with regulatory and company standards. Financial Advisors will collaborate with team leaders, attend trainings, and participate in sales and customer engagement activities to achieve performance targets and deliver a high standard of customer care.

Qualifications

• Strong foundation in Finance and Financial Planning, with the ability to analyze client situations and recommend appropriate solutions.
• Practical knowledge of Investments and Retirement Planning to help clients build long-term, goal-based financial strategies.
• Demonstrated experience or clear interest in Financial Advisory, including client consultation, needs analysis, and solution presentation.
• Excellent communication and interpersonal skills, with the ability to build trust, explain complex concepts clearly, and maintain long-term client relationships.
• Goal-oriented mindset with resilience, integrity, and a commitment to ethical standards and regulatory compliance.
• Comfort with hybrid work arrangements, including in-person meetings in Quezon City and productive work from home.
• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred; relevant certifications or licensing in financial services or insurance are an advantage.
• Prior experience in sales, banking, insurance, or customer-facing roles is beneficial but not mandatory for highly motivated candidates.