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Financial Advisor Career

3 weeks ago

Makati City, National Capital Region, Philippines AIA Philippines Full time

AIA Philippines seeks a skilled Financial Advisor to empower Filipinos in achieving financial security and prosperity. This role offers both part-time and full-time positions with performance incentives.

Key Responsibilities
  1. Educate Clients: Conduct financial planning and provide clients with solutions suited for their financial needs, including Life Insurance Protection, Health Coverage, Education/Retirement Planning, Investment, and Savings.
  2. Build a client base by creating new accounts and servicing existing ones.
  3. Attend trainings, seminars, and team meetings.
  4. Provide excellent service and maintain long-term relationships with clients.
  5. Grow and Manage Your Team: Invite potential leaders and financial advisors to become insurance entrepreneurs.
  6. Develop a business plan and strategies to grow the team for the long term.
  7. Ensure onboarding of new advisors and continuous development of tenured financial advisors.
  8. Monitor performance and ensure productivity of advisors.