Hybrid Life Planner - Cebu: Build Financial Security

AIA Philippines; Cebu City; Hybrid; PHP 223,000 - 446,000; Full time

Job summary

AIA Philippines in Cebu is seeking a Life Planner to help clients achieve financial protection and wellness goals through tailored life insurance solutions. This full-time, hybrid role blends on-site client meetings with office work and some work-from-home flexibility for consultations, follow-ups, and documentation.

You will prospect and build a client base, conduct needs analyses, present product options, and assist clients with applications and policy servicing, while maintaining compliance

Qualifications

• Bachelor’s degree preferred; equivalent work experience in sales or client-facing roles is an advantage.
• Strong communication, listening and interpersonal skills for building trust.
• Sales, negotiation and customer service abilities within insurance/financial services.
• Basic financial planning and needs analysis to recommend solutions.
• Organizational and time-management skills for hybrid work.
• Comfort with digital tools and office software for remote and on-site work.

Responsibilities

• Prospect and build a client base through meetings and outreach.
• Conduct needs analysis and present suitable life insurance options.
• Assist clients with applications and policy servicing.
• Maintain regular communication and conduct reviews of coverage.
• Participate in training, ensure regulatory and company compliance.

Skills

Communication

Sales

Customer Service

Negotiation

Interpersonal Skills

Time Management

Education

Bachelor's degree preferred

Tools

Office Suite

CRM Basics

Email Platforms

Job description

AIA Philippines in Cebu is seeking a Life Planner to help clients achieve financial protection and wellness goals through tailored life insurance solutions. This full-time, hybrid role blends on-site client meetings with office work and some work-from-home flexibility for consultations, follow-ups, and documentation.

You will prospect and build a client base, conduct needs analyses, present product options, and assist clients with applications and policy servicing, while maintaining compliance