Unit Manager/ Financial Advisor

AIA Philippines

Manila

Hybrid

PHP 1,116,000 - 1,339,000

Full time

40 hours ago
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Benefits offered by this job

World class training
Cash incentives
Travel incentives
Next Gen Advisor bonus
Next Gen Elite bonus

Job summary

AIA Philippines, a leading life Insurance provider, seeks a Financial Advisor to deliver financial planning and advisory services in Manila with hybrid work options. The role emphasizes retirement planning, investment management, and client relationship building, supported by world-class training and mentorship.

Fresh graduates and professionals alike can apply; strong communication and a sales mindset are valued.

Qualifications

  • Willingness to be trained and coached in financial planning, finance, and retirement planning.
  • Strong communication and interpersonal skills.
  • Ability to work independently and remotely.
  • Certification as a Financial Planner or related certification (CFP/RFP/ChFC) is a plus.
  • Two valid IDs required.

Responsibilities

  • Provide financial planning and advisory services, including retirement planning and investment management.
  • Build and maintain relationships with clients and mentors; participate in online coaching and training.
  • Work in a full-time hybrid Manila-based role with flexibility for remote work.

Skills

Strong communication
Interpersonal skills
Independent work
Remote work
Analytical thinking
Leadership and sales
Willingness to be trained

Job description

(Earn up to 120k a month)

  • Willingness to be trained and coached in Financial Planning, Finance, and Retirement Planning
  • Driven and hardworking
  • Strong communication and interpersonal skills
  • Ability to work independently and remotely
  • Ability to build and maintain strong relationships with clients
  • Excellent analytical and problem-solving skills
  • Certification as a Financial Planner or related certification such as CFP, RFP, or ChFC is a plus
  • Experience in a similar role is a plus
  • Open for WFH set-up
  • Willing to be mentored and coached online
  • Two (2) valid IDs
  • Leadership and sales background is an edge but not a requirement
  • Work anywhere/anytime and part time/ full time
  • Next Gen Advisor Program with Php20,000 monthly bonus
  • Next Gen Elite Program with Php40k to 60k monthly bonus
  • Cash and travel incentives on top of commission
  • World class training (communications, leadership, sales, personality development)
  • Earn up up to 120k monthly (commissions, incentives and bonuses)

AIA Philippines is a member of the AIA Group, the largest independent pan-Asian life insurance group. We are committed to helping our customers live healthier, longer, and better lives by providing tailored solutions and plans to meet their unique needs. Our mission is to protect every Filipino family by racing against risk and empowering them to achieve their goals.

This is a full-time hybrid role for a Financial Advisor located in Manila with the flexibility to work from home. The Financial Advisor will be responsible for providing financial planning and advisory services to clients, which includes but not limited to: financial planning, retirement planning, investment management and financial advisory.

#FreshGraduates #Graduates #Professionals #UnstoppableCHAMPS2023 #CHAMPS2023 #Opportunity #Leadership #Growth #Purpose #Fun #Learning #Transformative #Hiring #PartTimeJob #ExtraIncome #FinancialAdvisor #Insurance #Transformative #humanresources #hr, #jobinterviews #hiringandpromotion #jobalert #nowhiring #job #gethired #jobopening #jobfair #recruiting #jobopening #hiring #joinourteam #jobs #jobhirin #remotework #jobsearch #jobsearching #jobseekers #workingathome #hire #opentowork #jobsearch #hireme #jobhunt #jobseeker #hiring #recruitment #jobsearching #remotework #work #sales #training #development #travel #communications #php #wfh AIA Philippines

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