Philam Life - An AIA Group Company
Philam Life - An AIA Group Company

Wealth Portfolio Manager | Financial Consultant | Cebu City  

Philam Life - An AIA Group Company

 
  • Cebu City, Philippines
    Cebu City, Central Visayas, Philippines
    Cebu City
    Central Visayas
    Philippines
    Philippines
  • ₱80,000.00 - ₱250,000.00 / month
    PHP
    80000
    250000
    80000
    MONTH
  • Full timeFULL_TIME

Expired 2 years ago

2022-05-19T16:52:44.593000+00:00
Job closed.

Job Description

  • Acquires newly solicited accounts of individual and corporate clients
  • Promotes and markets financial solutions of Philam Life.
  • Perform daily prospecting and presentation calls with potential clients
  • Identify client's financial goals and expectations and assist them in selecting appropriate investment opportunities.
  • Provide excellent, personalized customer service.
  • Proactively contact clients to establish meaningful long-term relationships.

The Shift to Entrepreneurship Program (STEP) Financial Advisor delivers Philam Life insurance and investment solutions to help clients work toward their long-term financial goals and develop and deepen client relationships.

The job has four key components designed to help you achieve your entrepreneurial goals:

HIGH IMPACT TRAINING

Incorporates classroom-type and real life learning to ensure you become an expert FInancial Planner, with a mission to help your clients achieve their financial goals.

BUSINESS BUIDING SUPPORT

Equips you with a competitive product portfolio, industry leading sales tools, and dedicated support, to help you build and grow a sustainable business.

CAREER PATH DEVELOPMENT

Empowers you to determine how to expand your business in the pursuity of achieving your own definition of success.

PREMIER REWARDS

Make sure you enjoy the benefits of your hard work, and highlight the achievement of your business milestones.

Join Philam Life’s Premier Agency and Make Plans Happen

Do you plan to be your own boss and be the best in what you do?
More importantly, do you want to make a difference in people’s lives?
Do you want to be richer, travel the world and live the good life?

If you said yes to these questions, then this career is for you.

Join Philam Life’s Premier Agency and get into the business of helping people achieve their dreams – including yours. This career offers you the opportunity to earn unlimited income, get continuous training and development and make a difference in the lives of Filipinos.

Minimum Qualifications

  • College degree
  • At least 5 years of work experience
  • Strong communication and presentation skills
  • Confident, self-motivated, resilient and entrepreneurial personality
  • Ability to put the client first
  • People-oriented and tech savvy
  • Ability to listen, understand and give advice
  • Goal oriented at an individual and team level
  • Strong desire for performance driven compensation and growing earnings potential
  • Enthusiastic and interested in financial services industry

Perks and Benefits

  • Retirement Benefit PlansRetirement Benefit Plans
  • Free Lunch or SnacksFree Lunch or Snacks
  • Gym MembershipGym Membership
  • Medical / Health InsuranceMedical / Health Insurance
  • Stock OptionsStock Options
  • Performance BonusPerformance Bonus
  • Recruitment / Signing BonusRecruitment / Signing Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime

Required Skills

  • Relationship Management
  • Presentation Skills
  • Persuasion and Negotiation
  • Customer Service
  • Needs Analysis
  • Selling
  • Referral Maximization

Jobs Summary

Job Level
Mid-Senior Level / Manager
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Sometimes
Office Address
Cebu City, Central Visayas, Philippines
Industry
Financial Services
Vacancy
10 openings
Website
http://www.philamlife.com

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About Philam Life - An AIA Group Company

The Philippine American Life and General Insurance Company (also commonly known by its trade name, Philam Life), under the AIA Group Company, is the country's largest insurance and wealth management company. Branded as The Strongest Life Insurance Firm, Philam Life leads in terms of assets, net income, and networth among all insurance companies in the Philippines. But more than affirming our strength and stability, we know that real life never stops changing, and that people need a partner who understands and supports them through life’s challenges and opportunities. That is why we are committed to genuinely engage with our customers through meaningful dialogue. By talking to them, we know that we can better provide them with the right solutions and the right plans that turn struggles into success, fears into peace of mind, and dreams into reality. OUR VISION: We are the undisputed leader in life insurance and wealth management. OUR MISSION: A Philam Life policy for every Filipino family. We empower Filipinos achieve financial security and prosperity.

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