Financial Wellness Coach

7 days ago


Cebu City, Central Visayas, Philippines AIA Philippines Full time

About Our Team: At AIA Philippines, we pride ourselves on being a dynamic and collaborative team that values innovation, integrity, and excellence.

We are seeking highly skilled and motivated professionals to join our team as AIA Next Gen Financial Advisors. As an advisor, you will have the opportunity to work with a diverse range of clients, providing them with personalized financial solutions that cater to their unique needs and goals.

Your Role: As a key member of our team, your responsibilities will include:

  • Providing Financial Education: Educating clients on various aspects of personal finance, including investment strategies, risk management, and wealth creation.
  • Understanding Client Needs: Conducting thorough assessments of clients' financial situations and identifying areas for improvement.

Requirements: To excel in this role, you will need to possess:

  • Excellent Communication Skills: The ability to communicate complex financial concepts in a clear and concise manner.
  • Strong Analytical Skills: The capacity to analyze financial data and make informed recommendations.
  • Basic Knowledge of Insurance Products: Familiarity with various insurance products and services offered by AIA Philippines.
  • Proficiency in Microsoft Office: Skilled in using Microsoft Office applications, including Word, Excel, and PowerPoint.

What We Offer: As an AIA Next Gen Financial Advisor, you can expect:

  • Mentorship and Training: Ongoing training and mentorship to ensure your success in the role.
  • Career Advancement Opportunities: Opportunities for career advancement and professional growth within the company.
  • Competitive Compensation: A competitive salary and bonus structure.
  • Benefits Package: A comprehensive benefits package, including medical coverage and retirement planning.


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