Hybrid Life Planner & Financial Security Advisor

AIA Philippines; Metro Manila; Hybrid; PHP 670,000 - 1,339,000; Part time

Benefits offered by this job

Monthly bonus 20k

Monthly bonus 40k-60k

Cash incentives

Travel incentives

Training programs

High earnings potential

Job summary

AIA Philippines Life Planners/Unit Managers in Metro Manila help individuals identify financial protection needs and recommend suitable insurance solutions. In this part-time hybrid role, team members meet clients in person and online, conduct needs analysis, present proposals, and assist with policy applications.

They follow up with customers, maintain ongoing relationships, and provide regular reviews of coverage as life stages change.

Qualifications

• Knowledge of life and general insurance products.
• Strong sales, negotiation, and closing skills with a customer-centric approach.
• Marketing basics for digital outreach and networking.
• Excellent communication and interpersonal skills to build long-term client relationships.
• Self-motivated with flexible hours in a hybrid Metro Manila setup.
• Ability to balance office, client visits, and remote work.

Responsibilities

• Identify clients' financial protection needs and propose suitable life insurance solutions.
• Conduct needs analysis, present proposals, and assist with policy applications and servicing.
• Maintain relationships and provide regular reviews as clients' life stages change.
• Coach teammates and participate in sales and marketing activities when needed.

Skills

Insurance knowledge

Sales skills

Marketing basics

Communication

Hybrid work

Time management

Job description

AIA Philippines Life Planners/Unit Managers in Metro Manila help individuals identify financial protection needs and recommend suitable insurance solutions. In this part-time hybrid role, team members meet clients in person and online, conduct needs analysis, present proposals, and assist with policy applications.

They follow up with customers, maintain ongoing relationships, and provide regular reviews of coverage as life stages change.