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Financial Advisor
AIA Philippines
Posted
last month

Cebu, Central Visayas, Philippines

Remote

PHP 25K

Junior Level

Part Time

Job Categories

Finance Sales Consulting Advisory Insurance

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Sema Summary

AIA Philippines is seeking a part-time Financial Advisor to assist clients with their financial needs. The role involves advising clients on investment and insurance products, building lasting client relationships, and working in a hybrid environment. The ideal candidate should possess knowledge in finance and strong communication skills. Prior experience in finance is preferred but not mandatory.

About Company

AIA Philippines is a leading insurance and financial services provider committed to helping individuals secure their financial futures through various products and solutions.

Core Requirements

Knowledge of financial products
Strong communication skills
Customer service experience
Ability to work independently
Bachelor's degree in related field

Responsibilities

Advise clients on insurance and investment products
Build and maintain client relationships
Conduct financial assessments
Prepare and deliver presentations
Assist clients with claims and inquiries
Work towards sales targets
Stay updated on financial regulations

Must Have skills

Financial knowledgeCommunicationSales abilityCustomer serviceAnalytical thinking

Nice To Have Skills

NetworkingTime managementProblem solving

Job Keywords

financial advisorinsuranceinvestmentsalesclient relations

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