Philippines Job Openings

Peak Wealth Solutions - Philippines

LIFE PLANNER AT AIA PHILIPPINES (WFH, PART-TIME AND FULL-TIME)

San Fernando

FULL TIME & PART TIME

September 12, 2024

About Us:
Peak Wealth Solutions Philippines is a premier financial advisory firm committed to guiding individuals and families towards their financial aspirations through expert wealth management strategies. In partnership with AIA Philippines, a leader in life insurance and financial services, we offer our clients cutting-edge solutions for protection, savings, investments, and retirement planning.
Job Description:
As a Life Planner at Peak Wealth Solutions, you'll play a crucial role in delivering personalized financial advice and solutions tailored to clients' unique needs. You'll collaborate with clients to understand their financial goals, assess their current situation, and craft customized strategies to help them achieve financial security. This role provides a chance to make a significant impact on clients' lives by guiding them through informed financial decisions. Enjoy flexible work hours, a healthy work-life balance, career advancement opportunities, trip incentives, and uncapped earning potential.
Note: This position is commission-based.
Location: Salcedo, Makati
Qualifications:

Willingness to pursue licensing (exam and licensing fee covered).
Bachelor’s degree in any field.
Minimum of 2 years managerial experience, ideally in Sales and Marketing, though fresh graduates are welcome to apply.
Outstanding communication and interpersonal skills, with an ability to build strong client relationships.
Self-driven and goal-oriented, with a genuine passion for helping others achieve their financial objectives.

Perks:

Flexible working hours.
Work-life balance.
Opportunities for career growth.
Incentives for travel.
Uncapped income potential.

Job Types: Full-time, Part-time
Pay: Php20,000.00 - Php100,000.00 per month
Expected hours: 2 per week
Benefits:

Company events
Flexible schedule
Health insurance
Life insurance
Opportunities for promotion
Work from home

Schedule:

Day shift
Flextime

Supplemental Pay:

Anniversary bonus
Bonus pay
Commission pay
Performance bonus
Quarterly bonus
Tips
Yearly bonus

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