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HOW TO APPLY AS INSURANCE ENTREPRENEUR/FINANCIAL ADVISOR IN AIA PHILIPPINES (MFINITY FINANCIAL PLANNERS AGENCY)

Planning to shift your career and try another opportunity that is outside of your comfort zone? Do you want to learn new things? Do you want to become the better version of yourself and empower fellow Filipino people to live healthier, longer, and better lives? Do you want to lead and become/explore being a leader? Whatever you do, wherever you are, whoever you are, anything is possible if you believe in yourself. You have the power to change your story. 




How to start? 

Step 1: Pray. Ask God for his guidance. That he will guide you all the way to your journey of becoming an insurance entrepreneur. If this is your purpose and mission, ask him to give you grace, strength, knowledge, and skills to fulfill this mission. Many are called but few are chosen. "Calling"

Step 2: Research. Study the company and the business. Remember, you are not an employee here, but a business owner and business partner with AIA Philippines. You are the model of your own business. You are a frontline because financial advisors/insurance entrepreneurs have the mission of saving lives, protecting dreams, and securing the future of the Filipino people. 


Step 3: Send your resume to mariannegrace-g.figueroa@aia.com.ph and attend Business Opportunity Program via zoom every Wednesday at 5:30pm and Saturday at 10am. Your recruiter will send you a link for RSVP.  If you are not available on the schedule above, please let us know your preferred schedule and we will schedule you for Table BOP. 

Fill up this link if you want to join our team: http://bit.ly/JoinInsuranceEntrepreneur

Step 4: After attending BOP, schedule an interview with your recruiter. 


Step 5: Start your online training via LMS (Learning Management System)/e-learning. 

  • PCTC & BC, this is one of the requirements of IC (Insurance Commission) to take the licensure exam
  • BC (Business Conduct)
  • Edge 1
  • Edge 2 (Product Training)

Note: You need to accomplish PCTC first for online exam registration. You need to accomplish all LMS training to get your agent code

Step 6: While completing the online training, you can start accomplishing and uploading your info and documents to your iRecruit.

Requirements to be a licensed financial advisor:

For Single License (OL)

-Licensing Fee : Php 1,945

-IC Exam Fee : Php 1,010

TOTAL: Php, 2955 


For Dual License (OL&VUL)

-Licensing Fee : Php 3,490

-IC Exam Fee: Php 2,020 

TOTAL: Php 5,51

  • 1 VALID ID (any government ID)
  • Proof of SSS
  • Proof of TIN
  • Bank Account (BPI, BDO, Eastwest) open an account if you don't have any of the banks 

Note: Link will expire within 48hrs. If your link expired, contact your recruiter to send you another link. This will protect you from Data Privacy. 

Your application will expire within 90 days. You can re-apply but you need to start the process again.







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