Financial Advisor | High-Earning Hybrid Role 20k Allowance

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

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.