Financial Advisor

AIA Philippines; Quezon City; Hybrid; PHP 391,000 - 837,000; Full time

Benefits offered by this job

20,000 PHP monthly allowance (first 12

Quarterly bonuses

Job summary

AIA Philippines is seeking a Financial Advisor for a full-time hybrid role based in Makati with some work-from-home flexibility. You will meet clients, assess needs, and provide tailored insurance, savings, and investment solutions.

The role includes prospecting, financial planning presentations, and ongoing plan reviews. Responsibilities include regulatory compliance, collaboration with internal teams, and participation in trainings.

Qualifications

• Strong financial planning and advisory skills to analyze client needs and recommend solutions.
• Finance and investments knowledge to explain products clearly.
• Expertise in retirement planning for long-term security.
• Excellent communication, interpersonal, and presentation skills.
• Ethical standards, attention to detail, client-focused mindset, able to work independently and collaboratively.

Responsibilities

• Meet with clients to understand their financial goals.
• Assess clients' financial situations and provide tailored recommendations.
• Prepare and present financial plans; explain product options clearly.
• Support clients in implementing and reviewing their plans over time.
• Prospect and build a portfolio of clients.
• Conduct financial needs analyses and stay updated on market developments.
• Maintain accurate records and ensure regulatory compliance.
• Collaborate with internal teams and participate in trainings.

Skills

Financial planning

Financial advisory

Retirement planning

Communication skills

Interpersonal skills

Presentation skills

Ethical standards

Education

Bachelor's degree in Finance

Licensing in financial services or insurance (advantage)

Job description

Company Description

AIA Philippines is a leading life insurance provider dedicated to supporting individuals and families through life’s challenges and opportunities. The company focuses on genuine customer engagement, using meaningful conversations to offer tailored solutions that transform concerns into security and goals into reality. As part of AIA, the largest independent publicly listed pan-Asian life insurance group, AIA Philippines is committed to helping customers live healthier, longer, and better lives. Guided by a clear vision and mission, the organization works to protect Filipino families and empower them with financial peace of mind and well-being.

Role Description

The Financial Advisor role is a full-time hybrid position based in Makati, with flexibility for some work-from-home arrangements. Day-to-day responsibilities include meeting with clients to understand their financial goals, assessing their current financial situation, and providing tailored recommendations on insurance, savings, and investment solutions. The Financial Advisor will prepare and present financial plans, explain product options clearly, and support clients in implementing and reviewing their plans over time. The role also involves prospecting and building a portfolio of clients, conducting financial needs analyses, staying updated on market and product developments, and maintaining accurate records and compliance with regulatory and company standards. Collaboration with internal teams and participation in trainings and development programs are also part of the role.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills to analyze client needs and recommend suitable solutions.
• Candidates should possess solid Finance and Investments knowledge to explain financial products and market-related concepts clearly.
• Candidates should possess expertise in Retirement Planning to help clients prepare for long-term financial security.
• Candidates should possess excellent communication, interpersonal, and presentation skills to build trust and long-term client relationships.
• Candidates should possess strong ethical standards, attention to detail, and a client-focused mindset, with the ability to work both independently and collaboratively.
• A 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 financial services, banking, insurance, or client advisory roles is beneficial but not mandatory for highly motivated applicants.
• Commission-Based Earning Potential:Your income grows directly with your effort and sales performance, with no artificial ceiling on how much you can make.
• Allowances and Bonuses:New life planners under the NextGen Advisor Program can receive up to 20,000monthly allowance for the first 12 months, quarterly milestone bonuses, and performance incentives.
• Travel and Recognition:AIA rewards top-performing advisors withall-expenses-paid international travel incentivesand industry recognition (such as qualifying for the Million Dollar Round Table / MDRT).