Financial Advisor (NextGen Advisor- Part-time)

AIA Philippines; Philippines; Hybrid; PHP 134,000 - 223,000; Part time

Benefits offered by this job

Flexible schedule

Hybrid work model

Commission bonuses

Job summary

AIA Philippines is seeking a part-time Financial Advisor (NextGen Advisor – Part-time) based in Quezon City to provide personalized financial planning and advisory services, assess client goals, and support retirement and protection planning.

The role involves client consultations, preparing plans, monitoring performance, maintaining records, prospecting, training, and collaborating with the team, with hybrid on-site and work-from-home elements.

Qualifications

• Strong skills in financial planning and advisory services.
• Ability to design tailored solutions for diverse client needs.
• Knowledge of retirement planning and long-term protection strategies.
• Clear, responsible communication about risks and returns.
• Hybrid work capability and client-centric mindset.
• Relevant certifications are an advantage.

Responsibilities

• Conduct client consultations and assess financial goals.
• Prepare customized financial plans and recommendations.
• Monitor policy and investment performance for clients.
• Maintain accurate records and documentation per regulations.
• Prospect and network to develop new clients.
• Participate in training and collaborate with the team.

Skills

Financial Planning

Financial Advisory

Retirement Planning

ClientRelationships

Communication

Ethical Practice

Hybrid Work

Education

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

Job description

Company Description

AIA Philippines is a leading life insurance provider dedicated to supporting individuals and families through changing life circumstances by offering relevant protection and financial solutions. The company focuses on meaningful engagement with customers to understand their needs and help turn challenges into opportunities and aspirations into achievable goals. 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 its vision to be the Philippines’ pre-eminent life insurance provider and its mission to protect every Filipino family, the organization emphasizes health, financial security, and long-term wellbeing.

Role Description

The Financial Advisor (NextGen Advisor – Part-time) will provide personalized financial advisory services to clients, including assessing their financial goals, recommending suitable insurance and investment solutions, and supporting retirement and protection planning. Day-to-day responsibilities include conducting client consultations, preparing financial plans, monitoring policy and investment performance, and maintaining accurate records and documentation in compliance with regulatory standards. The advisor will also engage in prospecting and networking activities, participate in training sessions, and collaborate with the team to align recommendations with AIA Philippines’ customer-centric approach. This is a part‑time hybrid role based in Quezon City, with a combination of on‑site meetings and training, and some work‑from‑home flexibility for planning, follow‑ups, and administrati

ve tasks.

Qualifications

• Strong skills in Financial Planning and Financial Advisory, with the ability to design tailored solutions for diverse client needs.
• Solid understanding of Finance and Investments to explain product features, risks, and potential returns in a clear and responsible manner.
• Knowledge of Retirement Planning and long-term protection strategies to help clients prepare for future life stages.
• Effective communication and interpersonal skills, with a customer-focused mindset and the ability to build long-term professional relationships.
• High level of integrity, professionalism, and commitment to ethical practices in line with industry regulations and company standards.
• Ability to work in a hybrid environment, manage schedules independently, and meet performance and service targets.
• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred; relevant certifications in financial services or insurance are an advantage.
• Prior experience in financial services, insurance, banking, or advisory roles is beneficial but motivated early‑career candidates are also encouraged to apply.

What’s in it for you?

• Earn up to P20,000 monthly on top of Commissions and other Bonuses!
• Work on a flexible schedule
• Part‑time commitment
• Extra income while kwwpinf your current job or busines
• Learn new skills and grow financially
• Be part of a professional and supportive community