Financial Services Expert
7 days ago
At AIA Philippines, we are seeking a motivated and experienced individual to join our team as a New Gen Advisor Elite (NGE). This role offers a rewarding career opportunity in financial advisory, with opportunities for growth, high income potential, and long-term rewards.
The NGE will be part of our dynamic financial advisory team, providing competent financial advice to clients on insurance, investments, and wealth management solutions tailored to their specific needs.
Key Responsibilities:
- Client Advisory: Offer expert financial guidance to customers on insurance, investments, and wealth management solutions that meet their unique requirements.
- Sales and Business Development: Establish and extend a client portfolio while fulfilling sales targets and maintaining strong customer relationships.
- Performance Goals: Meet monthly and quarterly validation criteria to qualify for performance-based bonuses.
- Product Knowledge: Stay up-to-date on the latest financial products and industry developments to provide relevant solutions to clients.
- Compliance and Reporting: Ensure accurate documentation of business transactions and adherence to internal and external standards and regulations.
Compensation and Benefits:
- Competitive salary with performance-based commissions and bonuses.
- Activity Bonus upon meeting monthly validation targets.
Why Join Us?
- Career Growth: Comprehensive training and mentorship programs to support your success in your financial advisory career.
- Rewards & Recognition: Attractive incentive programs, bonuses, and career advancement opportunities.
- Dynamic Work Environment: Be part of a supportive, energetic team with a shared commitment to achieving personal and professional goals.
- Flexibility: Enjoy a flexible work schedule with opportunities for remote work and client meetings.
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