Wealth Coaches Philippines
Wealth Coaches Philippines

Business Development Officer  

Wealth Coaches Philippines

  • Makati, Philippines
    9th Floor, 126, L. P. Leviste, Bel-Air, Makati, Metro Manila, Philippines
    Metro Manila
  • ₱50,000.00 - ₱75,000.00 / month
  • Full timeFULL_TIME

Expired 9 days ago

Job closed.

Job Description

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:

  1. 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.
  2. 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.
  3. 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.
  4. Demonstrate exceptional relationship-building skills by establishing and nurturing long-term connections with clients.
  5. 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.
  6. 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.
  7. 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.

Minimum Qualifications

Job Specifications

  • 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

Other Requirements

  • 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 HomeWork from Home
  • Life InsuranceLife Insurance
  • Medical / Health InsuranceMedical / Health Insurance
  • Paid Sick LeavePaid Sick Leave
  • Stock OptionsStock Options
  • Performance BonusPerformance Bonus
  • Recruitment / Signing BonusRecruitment / Signing Bonus
  • Paid HolidaysPaid Holidays
  • Paid Vacation LeavePaid Vacation Leave

Required Skills

  • Sales and Marketing Knowledge

Preferred Courses

  • Sales

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
126, L. P. Leviste, Bel-Air
5 openings

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About Wealth Coaches Philippines

Wealth Coaches Philippines (WCP) is a premier agency affiliated with the strongest and most trusted financial institution in the Philippines, AIA formerly Philam Life. We are one of the fastest-growing teams of Financial Coaches emboldened by our mission to help Filipinos achieve financial freedom through effective financial coaching. We are a team of service-oriented individuals who work passionately and efficiently. WCP takes pride in helping Filipinos and spreading awareness on the importance of proper financial planning. Our rapid growth requires us to look for leaders and/or successful sales practitioners in the Insurance, Private Banking, Premium Car Sales, Premium Real Estate or Pharmaceutical industries that can help us sustain our momentum in order to reach our goals.

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