job description
Join Peak Wealth Solutions Philippines as an MDRT Life Planner and embark on a rewarding career in financial advisory. This commission-based, part-time role offers the flexibility to work remotely while helping clients achieve financial freedom through tailored life planning solutions. As part of a dynamic team, you'll leverage AIA Philippines' exceptional business model to build a sustainable income stream and make a meaningful impact on people's lives.
This opportunity is ideal for self-motivated individuals seeking a noble career in financial services. With unlimited earning potential and the backing of a reputable company, you'll have the tools and support to thrive in the insurance and investment industry. Whether you're based in Bali or elsewhere, this role allows you to balance work with your lifestyle while growing professionally.
Responsibility
- Conduct financial needs analysis for clients to identify suitable life insurance and investment solutions.
- Develop and present personalized financial plans aligned with clients' goals and risk profiles.
- Build and maintain a client portfolio through proactive outreach and relationship management.
- Achieve and exceed sales targets by promoting AIA Philippines' financial products and services.
- Stay updated on industry trends, product knowledge, and regulatory changes to provide accurate advice.
- Collaborate with the unit manager and team members to share best practices and strategies.
- Participate in training programs to enhance professional skills and certifications.
- Uphold ethical standards and compliance with company policies and industry regulations.
Qualifications
- Strong interpersonal and communication skills to build trust with clients.
- Self-driven with a results-oriented mindset and a passion for financial planning.
- Ability to work independently in a remote setting while meeting performance goals.
- Basic understanding of insurance, investments, or financial services (training provided).
- Professional demeanor and commitment to delivering exceptional customer service.
- Willingness to obtain necessary licenses or certifications as required.
- Access to a reliable internet connection and workspace for remote work.
- Prior sales or customer service experience is a plus but not mandatory.