Deskripsi Pekerjaan
Join Peak Wealth Solutions Philippines and embark on a transformative career as an MDRT Life Planner with AIA Philippines. This unique opportunity combines the flexibility of remote work with the rewards of commission-based earnings, allowing you to achieve financial freedom while helping others secure their futures. As an MDRT Life Planner, you'll operate under an exceptional business model designed to support your growth and success. Our Unit Manager is seeking passionate individuals who are motivated to build a noble career in financial services. You'll receive comprehensive training and mentorship to develop expertise in insurance products, financial planning, and client relationship management. This role offers the autonomy to work from home while being part of a supportive team environment. Whether you're a seasoned professional or new to the industry, this position provides a clear path to achieving Million Dollar Round Table (MDRT) status and building a sustainable income stream.
Tanggung Jawab
- Develop and maintain strong client relationships through personalized financial planning consultations
- Provide expert advice on insurance and investment products tailored to clients' long-term goals
- Achieve sales targets and commission-based income through effective prospecting and closing strategies
- Conduct financial literacy workshops to generate qualified leads and expand your client base
- Stay current with industry trends, regulatory changes, and AIA product innovations
- Collaborate with the unit manager and team for ongoing support and professional development
- Utilize digital tools for remote client management and virtual sales presentations
Kualifikasi
- Bachelor's degree in any field (Business, Finance, Economics preferred)
- Strong communication and interpersonal skills with a passion for helping others
- Self-motivated with demonstrated ability to work independently in a remote setting
- Target-oriented mindset with a track record of achieving sales or performance goals
- Professional certification in financial planning or insurance (advantageous but not required)
- Willingness to undergo comprehensive training and development programs
- Valid life insurance license or ability to obtain within specified timeframe