Financial Advisor/Managers

AIA Philippines; Metro Manila; Hybrid; PHP 1,016,000 - 1,216,000; Full time

Benefits offered by this job

Next Gen Advisor Program

Next Gen Elite Program

Cash incentives

Travel incentives

World class trainings

Earnings up to 100k monthly

Job summary

AIA Philippines is hiring a Financial Advisor/Life Planner for a full-time hybrid role in Metro Manila. You will deliver financial planning, retirement planning, and investment guidance, engaging clients to assess needs and develop personalized plans. Ongoing advisory services help clients reach their financial goals.

Fresh graduates and professionals are welcome. Flexible work setup includes some work-from-home options, with strong training and earnings potential through commissions,

Qualifications

• Bachelor's degree preferred in Finance-related field.
• Experience or exposure to financial planning is a plus.
• Strong communication and interpersonal skills.

Responsibilities

• Provide financial planning, retirement planning, and investment advice to clients.
• Assess clients' financial needs and develop personalized financial plans.
• Provide ongoing financial advisory services to help clients achieve financial goals.

Skills

Financial Planning

Retirement planning

Finance and Investments knowledge

Financial Advisory skills

Interpersonal communication

Independent work

Remote work ability

Leadership and sales

Networking

Insurance industry knowledge

Education

Bachelor's degree in Finance, Accounting, Business, or related field

Tools

(none)

Job description

Company Description

AIA Philippines is a leading life insurance provider committed to supporting people through life’s changing challenges and opportunities. The company engages customers through meaningful dialogue to deliver solutions and plans that help turn struggles into successes and fears into peace of mind. As part of AIA, the largest independent publicly listed pan-Asian life insurance group, AIA Philippines leverages regional strength and expertise to serve local communities. Guided by its vision to be the Philippines’ pre-eminent life insurance provider and its mission to protect every Filipino family, the company empowers customers to live healthier, longer, better lives.

Qualifications

• Financial Planning and Retirement
• Finance and Investments knowledge
• Financial Advisory skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Accounting, Business, or related field is preferred
• Purpose Driven and strong communication and inter personal skills
• Ability to work independently and remotely
• Leadershipans Sales background is an edge
• Strong network/ clients connections
• Experience in the insurance industry is a plus

Role Description

This is a full-time hybrid role for Financial Advisors/Life Planners located in Metro Manila. As a Financial Advisor/Life Planner, you will be responsible for providing financial planning, retirement planning, and investment advice to clients. You will engage clients in meaningful dialogue, assess their financial needs, and develop personalized financial plans. You will also provide ongoing financial advisory services to help clients achieve their financial goals.

Some work from home is acceptable.

About the job:

We are # HIRING Fresh Graduates and Practicing Professionals

WHAT WE OFFER:

• Work anywhere/anytime/part-time/full-tme
• Next Gen Advisor Program with Php 20,000 monthly productivity bonus
• Next Gen Elite Program with at least Php 40,000 monthly productivity bonus
• Cash and travel incentives on top of commissions
• World class trainings ( communications, leadership, sales, personality development)
• Earn up to 100k monthly ( commissions, incentives, and bonuses)

# Fresh Graduates, Professionals,