AIA Philippines
AIA Philippines

Elite Wealth Portfolio Manager  

AIA Philippines

  • Makati, Philippines
    126, L. P. Leviste, Bel-Air, Makati, Metro Manila, Philippines
    Metro Manila
  • ₱100,000.00 - ₱300,000.00 / month
  • Full timeFULL_TIME

Expired 4 months ago

Job closed.

Job Description

As a AIA's Elite Wealth Portfolio Manager, you will be able to help your clients plan for their future through comprehensive financial planning.

  • Professionally advise clients on the different products and services that will be suitable for them based on their financial objectives.
  • Assist your clients in executing their financial plans through allocations in various investment funds.
  • Proactively seek prospective clients through phone calls, mails, referrals, and other social media platforms.
  • Long-term engagement and assistance to clients when the need arises.

What we offer:

  • Monthly allowance of P20,000 to P60,000 Plus commissions for targeted professionals from the following industries:
    • Banking/Bancassurance
    • Business Process Outsourcing (BPO)
    • Medical/Pharmaceutical
    • Fast-Moving Consumer Goods (FMCG)
    • Telecommunications
    • Information Technology (IT)
    • Hospitality/Tourism and Travel
    • Academe/Education
    • Premium Sales
    • Select Government Agencies
  • Up to 65% commission per closing plus up to 30% bonus Quarterly. Up to 40% bonuses Annually.
  • You will be given comprehensive training programs and dedicated support team to help you build and grow a sustainable business.
  • Access and use of 53 AIA branches across the country.
  • Group insurance and HMO coverage.
  • Retirement fund fully managed by AIA's fund experts.
  • Free International travel incentives: Europe, USA, Australia, and Asia.

Minimum Qualifications

  • Has excellent communication and presentation skills.
  • Confidently sociable.
  • Self-driven to achieve results.
  • Proactive in pursuing self-growth.
  • Passionate in advocating financial literacy.
  • Highly trainable.
  • Has strong analytical and strategical skills.
  • Advantage for people with sales background but not a requirement.

Perks and Benefits

  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • Stock OptionsStock Options
  • Medical / Health InsuranceMedical / Health Insurance
  • Employee DiscountsEmployee Discounts
  • Performance BonusPerformance Bonus
  • Recruitment / Signing BonusRecruitment / Signing Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime
  • Medical, Prescription, Dental, or Vision PlansMedical, Prescription, Dental, or Vision Plans


Our team is looking for individuals who would like to be a part of the most professional financial services organization in the world; providing strong, reliable, trustworthy and forward-thinking solutions for our own clients’ most significant financial decisions. The successful candidate will have:

  • Work-life balance with flexible time
  • Financial freedom
  • Entrepreneurial mindset
  • Numerous Travel Incentives
  • Opportunity to learn from top caliber insurance practitioners
  • An avenue to broaden social networks
  • The opportunity to write your own income

Required Skills

  • Presentation Skills
  • Persuasion and Negotiation
  • Customer Service
  • Communication Skills
  • Needs Analysis
  • Listening
  • Closing Sales

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
L. P. Leviste 126, 1227 Makati, Philippines
Insurance and Financial Planning
10 openings

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About AIA Philippines

Dragon Financials Agency is a sales group composed of competitive and high performing financial planners under the agency force of AIA Philippines. AIA Philippines is an insurance company that aims to be the Philippines’ pre-eminent life insurance provider and race against risk to protect every Filipino family and empower them to live healthier, longer, better lives Whether you need help securing your children’s education, your retirement, or simply want to build your savings, we are dedicated to finding the right solutions to help you achieve your dreams and goals. The AIA Philippine American Life and General Insurance Company (PhilamLife) is the largest life insurance company in the Philippines and the market leader for over 70 years. Philamlife offers an extensive line of products in the industry that provides solutions to various financial needs including life protection, health insurance, savings, education, retirement, investment, group and credit life insurance. Philam Life has the most extensive network of offices and sales agencies nationwide. Philam Life is part of the AIA group Limited, the largest independent publicly listed pan-Asian life insurance group in the world. It has main operating subsidiaries or branches in 17 markets in the Asia Pacific.

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