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Peak Wealth Solutions - Philippines

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

Early Applicant
  • a month ago
  • Be among the first 50 applicants

Job Description

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,
  • 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

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Skills Required

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Date Posted: 27/10/2024

Job ID: 98191925

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