Life Planner

AIA Philippines; Metro Manila; On-site; PHP 300,000 - 540,000; Full time

Job summary

AIA Philippines in Metro Manila is seeking a Life Planner to join our hybrid, full-time team. You will engage clients to understand financial protection needs, explain life and general insurance options, and tailor plans that support long-term goals.

You will prepare proposals, illustrate policies, manage pipelines, and maintain relationships through reviews and follow-ups, while contributing to marketing and outreach and staying current with products and regulations.

Qualifications

• Customer-focused mindset with excellent interpersonal, communication, and presentation skills.
• High level of integrity, professionalism, and commitment to ethical practices.
• Ability to work independently, manage time effectively, and adapt to a hybrid work setup in Metro Manila.
• Willingness to undertake training, licensing, and continuous professional development as required by regulatory bodies and AIA Philippines.
• Coachable
• Entrepreneurship mindset

Responsibilities

• Conduct client consultations to understand financial protection needs.
• Prepare proposals and policy illustrations for clients.
• Manage sales pipelines and follow-ups to close opportunities.
• Maintain ongoing relationships through regular reviews and communication.
• Participate in marketing and community outreach activities and stay updated on product features and regulations.

Skills

Client focus

Interpersonal skills

Presentation

Integrity

Time management

Education

Bachelor’s degree in business or medical field

Job description

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 focuses on meaningful, ongoing dialogue with customers to understand their needs and offer solutions that transform concerns into security and aspirations into achievable goals. As part of AIA, the largest independent publicly listed pan-Asian life insurance group, AIA Philippines leverages regional strength and expertise to serve customers across the country.

Guided by a vision to be the Philippines’ pre-eminent life insurance provider and a mission to protect every Filipino family, the company strives to help people live healthier, longer, better lives.

Role Description

The Life Planner is a full-time hybrid role based in Metro Manila, with a mix of in-office and work-from-home arrangements. This role involves engaging prospective and existing clients to understand their financial protection needs, explaining life and general insurance solutions, and recommending appropriate plans that support long-term goals. Day-to-day responsibilities include conducting client consultations, preparing proposals and policy illustrations, managing sales pipelines, and maintaining ongoing relationships through regular reviews and follow-ups. The Life Planner will also participate in marketing and community outreach activities, stay updated on product features and regulatory requirements, and collaborate with team members to achieve sales and service targets.

Qualifications

• Customer-focused mindset with excellent interpersonal, communication, and presentation skills.
• High level of integrity, professionalism, and commitment to ethical practices.
• Ability to work independently, manage time effectively, and adapt to a hybrid work setup in Metro Manila.
• Bachelor’s degree in business or any medical field ; relevant experience in financial services or insurance is an advantage.
• Willingness to undertake training, licensing, and continuous professional development as required by regulatory bodies and AIA Philippines.
• Coachable
• Entrepreneurship mindset

Requirements