Elite Financial Advisor
Philam Life- Cleto Financial Advisors
- Quezon City, PhilippinesPhilamlife Building, Cubao, Quezon City, Metro Manila, Philippines, Quezon City, NCR, PhilippinesQuezon CityNCRPhilippinesPhilippines
- ₱50,000.00 - ₱500,000.00 / monthPHP5000050000050000MONTH
- Full timeFULL_TIME
Job closed.
Job Description
An Elite Financial Advisor handles the overall financial planning with the client from creating an estate, building health fund, retirement fund, family's development fund until passing on the estate.
- Day to day financial planning with prospective clients
- Recommend financial solutions that fit the needs and goals of the client
- Service the client for any additions, changes to the account, plans and help expedite claims
- Conduct leads generation projects like wealth forum in different companies
- Handle 75 to 100 clients a year
- Report directly to the Unit Manager
- Is passionate about leading a team and expanding the business through recruitment
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
- Retirement Benefit Plans
- Single Parent Leave
- Stock Options
- Performance Bonus
- Paid Bereavement/Family Leave
- Life Insurance
- Maternity & Paternity Leave
Other
1. Paid travel Incentives/International Trainings
2. Subsidized Medical/ Life Insurance upon first year validation
3. Commissions and bonuses on top of fixed capital support
Required Skills
- Organizing and Planning
- Presentation Skills
- Persuasion and Negotiation
- Sales and Marketing Knowledge
- Customer Service
- Communication Skills
- Closing Sales
Preferred Courses
- Business
- Accountancy
- Finance
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- Philamlife Building, Cubao, Quezon City, Metro Manila, Philippines
- Industry
- Financial Services
- Vacancy
- 5 openings
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.