Peak Wealth Solutions - Philippines

Life Planner

Manila

FULL TIME & PART TIME

October 23, 2024

Job Description: Life Planner at AIA Philippines
Who We Are: AIA Philippines is a leading life insurance company dedicated to helping people secure their financial future. We offer a range of insurance products to meet our clients' needs and empower them to live healthier, longer lives.
Position: Life Planner
Job Summary: As a Life Planner, you will help clients with their financial planning by finding potential clients and providing them with tailored insurance solutions. This is a commission-based role, meaning your earnings will depend on your sales performance.
Key Responsibilities:
  • Find and connect with potential clients through networking and referrals.
  • Assess clients’ financial needs and goals.
  • Offer personalized insurance and investment solutions.
  • Build and maintain strong relationships with clients.
  • Stay informed about AIA products and industry trends.
  • Meet monthly sales targets.
Qualifications:
  • Bachelor’s degree in any field; finance or insurance certifications are a plus.
  • Great communication and interpersonal skills.
  • Self-motivated and goal-oriented.
  • Previous sales or customer service experience is helpful.
  • Ability to work independently and manage your time.
Expectations:
  • Meet and exceed sales targets.
  • Actively seek new clients and maintain a strong client pipeline.
  • Participate in training to improve your skills.
  • Maintain professionalism in all interactions.
Rewards and Benefits:
  • Competitive commission-based pay with unlimited earning potential.
  • Bonuses and incentives for high performance.
  • Opportunities for career growth and development.
  • Access to support and resources to help you succeed.
  • Flexible working hours and the freedom to work independently.
If you're passionate about helping others achieve their financial goals, join AIA Philippines as a Life Planner and start making a difference! We’d love to hear from you!
Job Types: Full-time, Part-time
Expected hours: 2 – 3 per week
Benefits:
  • Company events
  • Employee discount
  • Flexible schedule
  • Gym membership
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Work from home
Schedule:
  • Flextime
Supplemental Pay:
  • Commission pay
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