MDRT FINANCIAL PLANNER FOR AIA PHILIPPINES (Commission Based - WFH, PART-TIME)

Peak Wealth Solutions Philippines; Iligan; Remote; PHP 446,000 - 1,004,000; Full time

Benefits offered by this job

Flexible Schedule

Health Insurance

Life Insurance

Opportunities for promotion

Work From Home

Trip incentives

Job summary

Peak Wealth Solutions Philippines invites a Life Planner to deliver personalized financial guidance and solutions, helping clients secure their financial futures and achieve life goals. You will work closely with clients to understand needs, assess finances, and craft tailored plans that address individual requirements.

The role offers flexible hours, work-from-home options, and income with uncapped commission, plus trip incentives and promotional opportunities as you grow with the company.

Qualifications

• Willing to take licensure exam (with licensing fee).
• College graduate of any 4-year course.
• At least 2 years managerial experience preferably in Sales and Marketing; fresh graduates and others encouraged.

Responsibilities

• Provide personalized financial advice and solutions to clients.
• Assess clients' needs and current financial situation.
• Develop tailored strategies to address clients' goals and requirements.
• Build rapport and trust to support long-term client relationships.

Skills

Excellent communication

Interpersonal skills

Self-motivated

Goal-oriented

Education

College degree (4-year)

Job description

ABOUT US:

Peak Wealth Solutions Philippines is a leading financial advisory firm dedicated to helping individuals and families achieve their financial goals through comprehensive wealth management strategies. We partner with AIA Philippines, one of the country’s foremost providers of life insurance and financial services, to offer our client innovative ideas for protection, savings, investment, and retirement planning.

JOB DESCRIPTION:

As a Life Planner, you will be responsible for providing personalized financial advice and solutions to clients to help them achieve financial security and meet their life goals. You will work closely with clients to understand their needs, assess their current financial situation and develop tailored strategies to address their unique requirements.

The role offers the opportunity to make a meaningful impact on people’s lives by empowering them to make informed financial decisions. Experience flexible work hours, life balance, career growth, trip incentives and income withouth cap.

QUALIFICATIONS:

• Willing to take licensure exam (with licensing fee)

• College graduate of any 4-year course

• At least 2 years managerial experience preferably in Sales and Marketing but fresh graduates, Business Owners and ex OFWs are encouraged to apply

• Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients

• Self-motivated and result driven, with a passion for helping others achieve their financial goals

NOTE: THIS IS A COMMISSION-BASED

Location: Bacolod City/ Makati

Job Types: Full time, Part-time

BENEFITS:

• Flexible Schedule

• Health Insurance

• Life Insurance

• Opportunities for promotion

• Work From Home

SCHEDULE: Dayshift

SUPPLEMENTAL PAY:

• Anniversary Bonus

• Quarterly Bonus Pay

• Commission Pay

• Performance Bonus

• Tips