Financial Consultant

Philamlife - Pinnacle Financial Advisors

  • Makati, Philippines
    9/F, 126 L.P. Leviste Street, Makati, Metro Manila, Philippines
    Metro Manila
  • 25,000.00 - 70,000.00 PHP / monthPHP25,000.0070,000.0025,000.00MONTH
  • Full time
Posted 23 days ago and deadline of application is on 30 Jun
Recruiter was hiring 12 hours ago

Job Description

On a daily basis, each successful applicant will:

  • Actively solicits prospects and clients via telephone, email, mail, social media, etc.
  • Responsible in creating and managing investment allocations of individual and corporate clients
  • Duties include consulting and advising individual and corporate clients regarding investments that suits their investment objectives
  • Determines client's risk level and risk preferences
  • Manages client's expectations on investment returns based on the market conditions
  • Manage client’s financial portfolio
  • Provides annual review of client's portfolio
  • Provides financial education to individual and corporate clients
  • Attends social functions, events and meetings as required
  • Responsible in communicating effectively to individual and corporate clients regarding investment accounts, market conditions and economic trends
  • Responsible in providing individual and corporate clients knowledge about different types of investments and risks

Minimum Qualifications

Philam Life’s Elite Advisor Development Program (EADP) is a program for candidates who have an entrepreneurial mindset and is willing to be mentored to become the next generation of Financial Consultants.

  • Young and experienced professionals from the following industries:
    • Bank/Bancassurance
    • Business Process Outsourcing (BPO)
    • Medical/Pharmaceutical
    • Fast-Moviing Consumer Goods (FMCG)
    • Telecommunications
    • Information Technology (IT)
    • Hospitality / Travel & Tourism
    • Academe / Education
    • Premium Sales
    • Selected Government Agencies
  • Fresh/new graduates are accepted from but not limited to these universities:
    • University of the Philippines
    • Ateneo De Manila
    • De La Salle University
    • De La Salle University- College of St. Benilde
    • University of Santo Tomas
    • Enderun College
    • University of Asia and the Pacific.
  • Have excellent Communication, Presentation and Management skills
  • Exceptional customer service and interpersonal skills is an advantage
  • Driven and can work independently
  • Is passionate about making a difference in people’s lives

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Stock Options Stock Options

Travel incentives

Regular cash incentives

State of the art training programs and facilities

Unlimited income potential

Career growth

Required Skills

  • Relationship Management
  • Action Planning
  • Digital Marketing
  • Problem Solving
  • Communication Skills

Jobs Summary

Job level
Mid-Senior Level / Manager
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
9/F, 126 L.P. Leviste Street, Makati, Metro Manila, Philippines
20 openings

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About Philamlife - Pinnacle Financial Advisors

PHILAMLIFE The Philippine American Life and General Insurance Company (Philam Life) is the largest life insurance company in the Philippines and the market leader for over 70 years. Philamlife offers an extensive line of products in the industry that provides solutions to various financial needs including life protection, health insurance, savings, education, retirement, investment, group and credit life insurance. Philam Life has the most extensive network of offices and sales agencies nationwide. Philam Life is part of the AIA group Limited, the largest independent publicly listed pan-Asian life insurance group in the world. It has main operating subsidiaries or branches in 17 markets in the Asia Pacific - Hong Kong, Thailand, Singapore, Malaysia, China, Korea, Philippines, Australia, Indonesia, Taiwan, Vietnam, New Zealand, Macau, Brunei, a 92 percent subsidiary in Sri Lanka, a 26 percent join-venture in India, and a representative office in Myanmar. The business that is now AIA was first established in Shanghai over 90 years ago. It is a market leader in the Asia-Pacific region (ex Japan) based on life insurance premiums and holds leading positions across the majority of its markets. It had a total assets of US$147 billion as of 31 May 2013. Through an extensive network of agents and employees across Asia-Pacific, AIA serves the holders of more than 27 million individual policies and over 16 million participating members of group insurance schemes. AIA Group Limited is listed in the Main Board of the Stock Exchange of Hong Kong Limited under the stock code "1299" with American Depositary Receipts (Level 1) traded on the over-the-counter market (ticker symbol: "AAGIY").
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