LIFE PLANNER FOR AIA PHILIPPINES

1 day ago

Bacolod City, Western Visayas, Philippines Peak Wealth Solutions Philippines Full time ₱300,000 - ₱600,000 per year

ABOUT US:

Peak Wealth Solutions Philippines is a leading financial advisory firm dedicated to helping individuals and families achieve their financial goals through comprehensive wealth management strategies. We partner with AIA Philippines, one of the country's foremost providers of life insurance and financial services, to offer our client innovative ideas for protection, savings, investment, and retirement planning.

JOB DESCRIPTION:

As a Life Planner, you will be responsible for providing personalized financial advice and solutions to clients to help them achieve financial security and meet their life goals. You will work closely with clients to understand their needs, assess their current financial situation and develop tailored strategies to address their unique requirements.

The role offers the opportunity to make a meaningful impact on people's lives by empowering them to make informed financial decisions. Experience flexible work hours, life balance, career growth, trip incentives and income withouth cap.

QUALIFICATIONS:

  • Willing to take licensure exam (with licensing fee)
  • College graduate of any 4-year course
  • At least 2 years managerial experience preferably in Sales and Marketing but fresh graduates, Business Owners and ex OFWs are encouraged to apply
  • Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients
  • Self-motivated and result driven, with a passion for helping others achieve their financial goals

NOTE: THIS IS A COMMISSION-BASED

Location: Bacolod City/ Makati

Job Types: Full time, Part-time

BENEFITS:

  • Flexible Schedule
  • Health Insurance
  • Life Insurance
  • Opportunities for promotion
  • Work From Home

SCHEDULE: Dayshift

SUPPLEMENTAL PAY:

  • Anniversary Bonus
  • Bonus Pay
  • Commission Pay
  • Performance Bonus
  • Tips

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