Life Planner / Financial Advisor

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

Job summary

AIA Philippines seeks a Life Planner / Financial Advisor in Makati with a hybrid work setup. You will engage with clients to understand financial goals, protection needs, and life priorities, and recommend suitable insurance and financial solutions.

Responsibilities include consultations, proposals, processing applications, servicing policies, and maintaining long-term relationships. You will participate in sales and training while staying current on products, regulations, and market trends to

Qualifications

• Strong foundation in Insurance and General Insurance; explain products clearly.
• Proven sales skills: prospecting, client relationships, and closing deals.
• Marketing experience or skills in promoting financial/insurance solutions to diverse segments.
• Excellent communication and interpersonal skills; handle confidential information responsibly.
• Goal-oriented, time management, able to work independently in hybrid setup.
• Comfort with digital tools and online platforms for client meetings and policy management.
• Experience in life insurance, financial planning, banking, or related fields is an advantage.
• Bachelor’s degree preferred or equivalent professional experience.

Responsibilities

• Conduct client consultations to understand financial goals and protection needs.
• Prepare and present proposals to prospective clients.
• Manage policy applications and servicing; maintain long-term client relationships.
• Participate in sales and marketing activities and trainings.
• Stay informed about AIA products, regulatory updates, and market trends to provide ethical advice.

Skills

Sales skills

Client relationship

Communication

Time management

Independent worker

Education

Bachelor’s degree in Business/Finance/Marketing

Job description

AIA Philippines is a life insurance provider dedicated to supporting people through life’s changing challenges and opportunities. The company focuses on meaningful engagement with customers to understand their needs and offer solutions that turn concerns into peace of mind and aspirations into reality. As part of AIA, the largest independent publicly listed pan-Asian life insurance group, AIA Philippines aims to help customers live healthier, longer, and better lives. Guided by a vision to be the country’s pre-eminent life insurance provider and a mission to protect Filipino families, the company works to empower individuals and communities through comprehensive financial protection and wellness programs.

Role Description

The Life Planner / Financial Advisor role is a full-time position based in Makati with a hybrid work arrangement, allowing a combination of in-office and work-from-home days. The Life Planner will engage with prospective and existing clients to understand their financial goals, protection needs, and life priorities, and recommend suitable insurance and financial solutions. Daily responsibilities include conducting client consultations, preparing and presenting proposals, managing policy applications and servicing, and maintaining long-term client relationships. The role also involves participating in sales and marketing activities, attending trainings and team meetings, and staying informed about AIA products, regulatory updates, and market trends to provide accurate and ethical advice.

Qualifications

• Strong foundation in Insurance and General Insurance, with the ability to explain products and coverage clearly.
• Proven Sales skills, including prospecting, client relationship management, and closing deals.
• Marketing experience or skills, particularly in promoting financial or insurance solutions to diverse customer segments.
• Excellent communication and interpersonal skills, with the ability to build trust and handle confidential information responsibly.
• Goal-oriented mindset, strong time management, and ability to work independently within a hybrid work setup.
• Comfort with digital tools and online platforms for client meetings, presentations, and policy management.
• Previous experience in life insurance, financial planning, banking, or related fields is an advantage.
• Bachelor’s degree in Business, Finance, Marketing, or a related discipline preferred, or equivalent professional experience.