
LIFE Planner
4 days ago
About the role
As a LIFE Planner at AIA Life Insurance, you will have the opportunity to make a meaningful impact on the financial wellbeing of our clients. In this full-time role based in Cebu City, Cebu, you will provide expert financial planning and insurance advice to help our customers achieve their long-term goals.
What you'll be doing
- Develop tailored financial plans for individual and business clients
- Recommend appropriate life insurance, investment, and retirement solutions
- Build and maintain strong relationships with clients through regular reviews and check-ins
- Stay up-to-date with industry regulations, products, and best practices
- Collaborate with a team of experienced financial professionals to deliver exceptional customer service
- Contribute to the growth and success of the AIA Life Insurance business in Cebu
What we're looking for
- Strong background in financial planning and life insurance, with 3+ years of relevant industry experience
- Proficiency in financial analysis, investment portfolio management, and risk assessment
- Excellent communication and interpersonal skills to build trust and rapport with clients
- Proven track record of achieving sales targets and delivering customer satisfaction
- Commitment to ongoing professional development and a desire to stay at the forefront of the industry
What we offer
- Competitive base salary and uncapped commission structure
- Comprehensive health and life insurance benefits
- Opportunities for career advancement and professional development
- Collaborative and supportive team environment
- Flexible work arrangements to maintain a healthy work-life balance
About us
AIA Life Insurance is a leading provider of life insurance and wealth management solutions in the Philippines. With a rich history spanning over a century, we are committed to helping our customers protect their financial futures and achieve their long-term goals. Our company is known for its financial stability, innovative products, and exceptional customer service.
If you're ready to embark on a rewarding career as a LIFE Planner, apply now.
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