Philippines Jobs

Part-time Financial Planner Jobs at AIA Philippines Life and General Insurance… in Davao City, Davao del Sur

AIA Philippines Life and General Insurance... company logo
Published 10 months ago

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AIA Philippines Life and General Insurance... is currently seeking applicants for the position of Part-time Financial Planner in the Davao City area. The available job type for this position is Full-time.

We are specifically looking for individuals who possess strong skills and have a minimum of beginners/seniors in the field. In addition to technical expertise, we highly value honesty, discipline, and a strong sense of responsibility in our employees.

AIA Philippines Life and General Insurance... operates within the (according to the company) industry. If you are interested in applying for this position and becoming a part of our company, we encourage you to submit your application.

Job Information

Company:AIA Philippines Life and General Insurance…
Position:Part-time Financial Planner
Region:Davao City - Davao del Sur, Davao del Sur
Education:Confidential
Salary:PHP 14.100 - PHP 43.000 per Month
Job Type:Full-time

Job Description

We are looking for a skilled Part-time Financial Planner to join our team. As a Financial Planner, your main responsibility will be to assist clients in managing their finances and achieving their financial goals.

Responsibilities:

  • Conducting in-depth financial analysis for clients and creating personalized financial plans
  • Providing advice on investment opportunities, insurance, tax planning, and retirement planning
  • Educating clients on various financial products and services
  • Monitoring clients’ financial goals and making adjustments as needed
  • Staying updated on market trends and changes in financial regulations

Requirements:

  • Proven experience as a financial planner or advisor
  • Strong knowledge of financial planning strategies and techniques
  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial information and provide suitable recommendations
  • Proficient in using financial planning software
  • Bachelor’s degree in finance, accounting, or a related field

Benefit

  • Gaining experience
  • Taught first
  • Receiving a bonus for overtime

Application Requirements

  • Good physical and mental health
  • Minimum age 17 years
  • Discipline and adherence to time
  • Honest and responsible
  • Good character
  • Satisfaction in working and learning
  • For other requirements, please check through the application form.

Company address

Province Davao del Sur
City Davao City
Full Address 3J94+2QJ Philam Life, Rizal St, Poblacion District, Davao City, Davao del Sur, Philippines
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Company Information

AIA Philippines Life and General Insurance…

AIA Philippines Life and General Insurance is a leading insurance company based in the Philippines. With a strong presence in the country for over a century, AIA Philippines offers a wide range of insurance products and services to cater to the diverse needs of its customers. Known for its commitment to excellence, AIA Philippines is dedicated to providing financial security and peace of mind to individuals, families, and businesses in the Philippines. With its innovative solutions and customer-centric approach, AIA Philippines continues to be a trusted partner for insurance needs in the country.