Hybrid Life Planner: Insurance Advisor & Financial Coach

AIA Philippines; Dasmariñas; Hybrid; PHP 300,000 - 600,000; Full time

Job summary

AIA Philippines is seeking a Life Planner for a full-time hybrid role based in Dasmariñas. You will meet clients, assess financial goals and protection needs, and recommend suitable life insurance and related solutions.

The role involves preparing proposals, explaining product features, and assisting with applications, servicing, and claims inquiries. Day-to-day duties include prospecting, networking, and participating in sales and marketing activities while maintaining client records and

Qualifications

• Strong communication, interpersonal and presentation skills.
• Analytical and problem-solving abilities to assess client needs.
• Self-motivated and goal-oriented in a performance-driven environment with clear targets.
• Bachelor’s degree in business, finance, marketing or related field is advantageous but not required.

Responsibilities

• Meet with potential and existing clients to understand financial goals, protection needs and life plans, then recommend suitable life insurance and related solutions.
• Conduct needs-based financial assessments and prepare proposals.
• Explain product features and benefits; assist clients with applications, policy servicing and claims inquiries.
• Prospect and network; participate in sales and marketing activities; maintain accurate client records.
• Follow compliance and regulatory standards; engage in training and coaching to improve advisory skills and customer relationships.

Skills

Communication skills

Interpersonal skills

Presentation skills

Analytical thinking

Problem solving

Self-motivation

Goal orientation

Education

Bachelor’s degree in Business/Finance/Marketing (advantageous)

Job description

AIA Philippines is seeking a Life Planner for a full-time hybrid role based in Dasmariñas. You will meet clients, assess financial goals and protection needs, and recommend suitable life insurance and related solutions.

The role involves preparing proposals, explaining product features, and assisting with applications, servicing, and claims inquiries. Day-to-day duties include prospecting, networking, and participating in sales and marketing activities while maintaining client records and