Senior Financial Advisor

5 days ago


Quezon City, National Capital Region, Philippines Active Change Society Full time

About Active Change Society

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We are a dynamic organization dedicated to empowering individuals and families to achieve financial security and peace of mind. Our mission is to provide personalized financial solutions that meet the unique needs of our clients.

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Job Description

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We are seeking an experienced and skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will play a pivotal role in helping individuals and families achieve their financial goals. Your primary responsibility will be to provide tailored financial solutions, including life insurance, health insurance, and investment-linked policies, to meet client needs.

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Your key responsibilities will include:

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  • Prospecting and identifying potential clients through networking, referrals, and direct outreach.

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  • Conducting comprehensive needs assessments to recommend appropriate insurance and financial products.

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  • Presenting and explaining insurance policy options tailored to individual client goals.

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  • Building and maintaining lasting relationships with clients through ongoing service and policy reviews.

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  • Staying up-to-date with AIA Philippines' insurance offerings and industry trends.

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  • Meeting and exceeding sales and productivity targets.

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  • Complying with all regulatory and company standards.

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Requirements

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To be successful in this role, you will need:

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  • A Bachelor's degree or equivalent experience in sales, finance, or a related field (preferred but not required).

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  • Strong communication, negotiation, and interpersonal skills.

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  • A sales-oriented mindset with a passion for helping others achieve financial security.

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  • High ethical standards and professionalism.

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  • The ability to work independently and manage time efficiently.

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  • A willingness to attend training sessions and improve product knowledge.

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  • Prior experience in the insurance industry or financial planning (preferred but not required).

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Compensation and Benefits

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We offer a competitive salary package, estimated at PHP 80,000 - PHP 120,000 per month, depending on experience and performance. You will also have access to ongoing training and development opportunities, as well as a supportive team environment.

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Why Join Us?

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At Active Change Society, we are committed to creating a positive impact in the lives of our clients and communities. If you share our vision and values, and are passionate about delivering exceptional results, we would love to hear from you.

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Please submit your application, including your resume and a cover letter outlining your qualifications and experience, to careers@activechangesociety.com.



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