We are seeking highly motivated individuals to join our team and participate in our exclusive "Management Program," meticulously designed to cultivate the professional development and success of our ideal candidates. As part of this program, you will have the opportunity to gain comprehensive training and guidance, equipping you with the skills and knowledge necessary to excel in the following responsibilities:
- Proactively prospect and source potential clients through your existing networks and referrals, leveraging your strong interpersonal skills and strategic approach. Utilize various channels, including social media platforms, industry events, and professional connections, to expand your client base.
- Conduct thorough needs analysis for each client, delving into their unique financial circumstances, goals, and objectives. Utilize your financial acumen and expertise to assess their requirements accurately and comprehensively.
- Develop customized financial solutions that align with the identified needs of each client. Employing your deep understanding of financial products and services, create tailored strategies that address their specific requirements and provide tangible value.
- Demonstrate exceptional relationship-building skills by establishing and nurturing long-term connections with clients.
- Stay informed about industry trends, market conditions, and regulatory changes that may impact clients. Act as a trusted advisor, offering insights, guidance, and recommendations to help clients navigate complex financial landscapes successfully.
- Maintain accurate and up-to-date client records, including documentation of client interactions, financial plans, and any changes to their circumstances. Adhere to strict confidentiality and compliance standards to safeguard client information and maintain regulatory compliance.
- Continuously strive for professional growth and development by actively participating in training sessions, workshops, and educational opportunities. Stay abreast of industry advancements, financial products, and best practices to enhance your expertise and deliver exceptional service.
By embracing this multifaceted role and actively engaging in our comprehensive "Management Program," you will have the opportunity to develop a successful career in the financial industry while making a meaningful impact on clients' financial well-being.
- Monthly performance-based income
- Bachelor’s/College Degree in any field; degree in Sales, Marketing, Business, Finance and Commerce is an advantage
- No experience as Financial Advisor in any Life Insurance Company
- Experienced Professionals from Private Banking, Pharmaceutical, Business Process Outsourcing, Telecommunications, Information Technology and Academe
- Fresh graduates
- Communication skills
- Interpersonal skills
- Analytical skills
- Marketing skills
- Leadership skills
- Time Management
- Computer Literacy
- Proven track record of excellence in sales and/or sales management
- Can set up his/her team of seasoned sales professional within a year
- Willingness to undergo an intensive & extensive yearlong classroom and field training program
- Preferably residing in Metro Manila
- Work-life balance and flexibility of time
- World Class Recognition of Top Performers
- Membership to industry associations both local and international
- Milestone incentives
- Access to all of AIA Philippines' contests and trip incentives
- Sign on bonus
- Superior medical and group insurance benefits
Perks and Benefits
- Work from Home
- Life Insurance
- Medical / Health Insurance
- Paid Sick Leave
- Stock Options
- Performance Bonus
- Recruitment / Signing Bonus
- Paid Holidays
- Paid Vacation Leave
- Sales and Marketing Knowledge