Elite Financial Advisor

Philam Life- Cleto Financial Advisors

  • Quezon City, Philippines
    Philamlife Building, Cubao, Quezon City, Metro Manila, Philippines, Quezon City, NCR, Philippines
    Quezon City
  • 25,000.00 - 75,000.00 PHP / monthPHP25,000.0075,000.0025,000.00MONTH
  • Full time
Posted 25 days ago and deadline of application is on 6 Aug
Recruiter was hiring 15 hours ago

Elite Financial Advisor

Philam Life- Cleto Financial Advisors

Job Description

  • Attend required weekly training and meetings (Mondays & Fridays) in Makati or Cubao
  • Do required field work: search, contact, meet and offer Philam Life products to qualified persons, etc. during rest of the week
  • Service existing clients: policy delivery, remind premiums due, assist in policy amendments, assist beneficiaries receive claim
  • Invite qualified persons to become Philam Life financial advisors

Minimum Qualifications

  • Preferably with at least one (1) year sales experience from banking, BPO, Medical/Pharmaceutical, FMCG Marketing, Telecommunications, IT, Premium Sales, Academe/Education
  • Fresh Graduates from select universities (UP, Ateneo, DLSU, UST, Enderun and UA&P) are also welcome to apply
  • Strong analytical and planning skills
  • Goal-oriented and entrepreneurial mindset
  • Candidate must have a bachelor’s degree

Perks and Benefits

  • Flexitime Flexitime
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Recruitment / Signing Bonus Recruitment / Signing Bonus
  • Stock Options Stock Options

1. Commissions in addition to monthly salary/financing scheme

2. Travel Incentives

3. Paid memberships into international organizations qualified into

Required Skills

  • Organizing and Planning
  • Presentation Skills
  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Customer Service
  • Communication Skills
  • Closing Sales

Preferred Courses

  • Business
  • Accounting
  • Finance

Jobs Summary

Job level
Fresh Grad / Entry Level
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Philamlife Building, Cubao, Quezon City, Metro Manila, Philippines
Financial Services
5 openings

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About Philam Life- Cleto Financial Advisors

A Philam Life insurance agency created in 2017. Already ranks among the top 10 agencies in the region with over 90 licensed financial advisors At Philam Life, we know that life never stops changing, and that people need a partner who understands and supports them through life’s challenges and opportunities. This 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 successes, fears into peace in mind, and dreams into reality. Together, we endeavor to help each and every customer live healthier, longer and better lives.
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