Career Professional in Financial Planning

2 months ago


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

• Identify and pursue new business opportunities through networking and direct outreach.

• Conduct thorough client needs assessments to recommend tailored insurance and financial solutions.

• Develop and present customized insurance policy options to meet individual client goals and objectives.

• Build and sustain strong, long-term relationships with clients through ongoing service and policy reviews.

• Stay informed about AIA Philippines' insurance offerings and industry trends to provide expert guidance and support.

• Meet and exceed sales and productivity targets while adhering to company standards and regulatory requirements.

Qualifications:

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

• Strong communication, negotiation, and interpersonal skills.

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

• High ethical standards and professionalism.

• Ability to work independently and manage time efficiently.

• Willingness to attend training sessions and maintain up-to-date product knowledge.

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

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