Financial Advisor

AIA Philippines; Quezon City; Hybrid; PHP 250,000 - 400,000; Full time

Job summary

AIA Philippines is seeking a Financial Advisor to join as a full-time, hybrid professional based in Quezon City. The role involves meeting clients to assess financial goals, preparing plans, and proposing suitable life insurance, investment, and retirement solutions.

You will explain products clearly, assist with implementation, and manage client portfolios. Ideal candidates bring strong communication, analytical skills, and a customer‑driven mindset, with experience in financial services or

Qualifications

• Strong skills in financial planning and advisory to assess client needs and design solutions.
• Solid foundation in finance and investments to guide clients on suitable products and strategies.
• Expertise in retirement planning for long‑term security.
• Excellent communication, interpersonal, and presentation abilities.
• Analytical, problem‑solving, and decision‑making with integrity.
• Client‑focused mindset, resilient in a sales‑driven environment, able to work independently and in a team.
• Bachelor’s degree in finance, business, economics or related field; professional certifications are a plus.
• Experience in financial services, insurance, banking, or advisory roles; familiarity with local regulations.

Responsibilities

• Meet with clients to understand their financial goals and needs.
• Prepare financial plans and proposals for clients.
• Explain products clearly and assist clients with implementation and reviews.
• Maintain accurate client records and follow up on leads.
• Stay updated on market trends and company offerings.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Communication Skills

Interpersonal Skills

Presentation Skills

Analytical Thinking

Problem Solving

Decision Making

Client Focus

Sales Resilience

Independent Work

Teamwork

Education

Bachelor’s degree in Finance/Business/Economics

Certifications in financial planning/advisory (advantage)

Job description

Company Description AIA Philippines is a life insurance provider dedicated to supporting individuals and families through changing life circumstances by offering thoughtful, tailored solutions. The organization prioritizes genuine engagement and meaningful dialogue with customers to better understand their needs and goals. As part of AIA, the largest independent publicly listed pan-Asian life insurance group, AIA Philippines is committed to helping people live healthier, longer, better lives. Guided by its vision to be the Philippines’ pre-eminent life insurance provider, the company’s mission is to protect Filipino families and empower them to achieve financial security and well-being.

Role Description The Financial Advisor is a full-time, hybrid role based in Quezon City, with flexibility for some work-from-home arrangements. This role involves meeting with clients to understand their financial goals, conducting needs assessments, and recommending suitable life insurance, investment, and retirement solutions. The Financial Advisor will prepare financial plans and proposals, explain products and services in clear terms, and assist clients in implementing and reviewing their financial strategies. Daily responsibilities include managing a portfolio of clients, following up on leads, maintaining accurate records, and staying updated on market trends and company offerings. The role also requires collaborating with internal teams, participating in training and development programs, and adhering to regulatory and ethical standards.

Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory to assess client needs and design appropriate solutions.
• Candidates should possess a solid foundation in Finance and Investments to guide clients on suitable products and strategies.
• 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 explain complex information clearly.
• Candidates should possess strong analytical, problem-solving, and decision-making abilities, with attention to detail and integrity.
• Candidates should possess a client-focused mindset, resilience in a sales-driven environment, and the ability to work both independently and within a team.
• Relevant bachelor’s degree in finance, business, economics, or a related field is preferred; professional certifications (e.g., financial planning or advisory credentials) are an advantage.
• Previous experience in financial services, insurance, banking, or advisory roles is beneficial, along with familiarity with local regulatory requirements.