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
  • 50,000.00 - 500,000.00 PHP / monthPHP50,000.00500,000.0050,000.00MONTH
  • Full time
Posted 9 months ago and deadline of application is on 6 Aug
Recruiter was hiring 2 hours ago

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

  • Paid Bereavement/Family Leave Paid Bereavement/Family Leave
  • Maternity & Paternity Leave Maternity & Paternity Leave
  • Single Parent Leave Single Parent Leave
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Performance Bonus Performance Bonus
  • Stock Options Stock Options

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
Office Address
Philamlife Building, Cubao, Quezon City, Metro Manila, Philippines

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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.