Philippines Job Openings

Peak Wealth Solutions - Philippines

LIFE PLANNER FOR AIA PHILIPPINES (WFH, PART-TIME)

Bacolod

FULL TIME & PART TIME

September 2, 2024

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 clients innovative solutions 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. This 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 without any cap.
Qualifications:
- Willing to take exam for licensing (wt licensing fee)
-College graduate of any 4-year course
-At least 2 years managerial experience preferably in Sales and Marketing but fresh graduate is encouraged to apply
-Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.
-Self-motivated and results-driven, with a passion for helping others achieve their financial goals.
NOTE :THIS IS A COMMISSION-BASED
Location: Makati
Job Types: Full-time, Part-time
Pay: Php20,000.00 - Php100,000.00 per month
Expected hours: 2 – 3 per week
Benefits:

Flexible schedule
Health insurance
Life insurance
Opportunities for promotion
Promotion to permanent employee
Work from home

Schedule:

Day shift

Supplemental Pay:

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

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