Financial Planner
Quezon City, National Capital Region
Posted 22 days ago
- Company:
- Active Change Society
- Company Description:
- Our company Active Change Society is an authorized third-party service provider and agency contracted to offer the insurance products and services of AIA Philippines. We are an officially affiliated team with AIA Philippines that operates under their guidance, selling their policies and solutions. Our team of Total Health Ambassadors, a group of professionals dedicated to promoting health, wellness, and financial security through AIA’s services. Our team setup is standard practice within the insurance industry, and we operate with full transparency and compliance with AIA’s rules and regulations.
- Contract Type:
- Freelance
- Experience Required:
- No Experience
- Education Level:
- Bachelor’s Degree
- Gender:
- Any
- Number of vacancies:
- 100
Job Description
As a Life Planner, you will play a pivotal role in helping individuals and families achieve financial security and peace of mind. Your primary responsibility will be to provide personalized financial solutions, including life insurance, health insurance, and investment-linked policies, to meet clients' needs. You will also focus on building long-term relationships with clients and supporting them in their financial journey.
Key Responsibilities:
• Prospect and identify potential clients through networking, referrals, and direct outreach.
• Conduct comprehensive needs assessments to recommend appropriate insurance and financial products.
• Present and explain insurance policy options tailored to individual client goals.
• Build and maintain lasting relationships with clients through ongoing service and policy reviews.
• Stay up to date with AIA Philippines’ insurance offerings and industry trends.
• Meet and exceed sales and productivity targets.
• Comply with all regulatory and company standards.
Qualifications:
• Bachelor’s degree or equivalent experience in sales, finance, or a related field (preferred but not required).
• Strong communication, negotiation, and interpersonal skills.
• Sales-oriented mindset with a passion for helping others achieve financial security.
• High ethical standards and professionalism.
• Ability to work independently and manage time efficiently.
• Willingness to attend training sessions and improve product knowledge.
• Prior experience in the insurance industry or financial planning (preferred but not required).