Financial Advisor

Philam Life- Cleto Financial Advisors

  • Quezon City, Philippines
    2nd floor, Philamlife Building, Cubao, Quezon City, Metro Manila, Philippines, Quezon City, Metro Manila, Philippines
    Quezon City
    Metro Manila
  • Full time
Posted a month ago and deadline of application is on 7 Aug
Recruiter was hiring a day ago

Job Description

  • Search, contact, meet, educate and offer Philam products & services to qualified persons.
  • Assess client's individual financial needs, expectations, and goals
  • Match Philam products & services to the needs of each prospective client
  • Guide prospective clients in acquiring Philam products & services
  • Service existing clients (Ex. Remind of due premiums, assist in policy contract updates, upgrade insurance coverages and investments)
  • Proactively seeks clients thru social media platfroms, phone and mails

Minimum Qualifications

  • Candidate must be graduate of any Bachelor of Arts or Bachelor of Science
  • People and goal-oriented
  • Highly driven with an achiever mindset
  • Good communication and presentation skills
  • Strong planning and organization skills
  • Creative and flexible as an individual and as a team member
  • Capable, willing to be trained and attend learning sessions
  • Excellent time management skills
  • Previous sales experience an advantage
  • Displays genuine commitment to clients and probable clients

Perks and Benefits

  • Flexitime Flexitime

  • Flexible working hours
  • Paid according to results achieved thru commissions, bonuses, incentive trips, etc.
  • Opportunities for career growth to become unit manager and agency manager in about five (5) years
  • Recognition for exemplary perfomance
  • Can choose the people you will work with
  • No mandatory retirement at age 60 or age 65

Required Skills

  • Organizing and Planning
  • Presentation Skills
  • Attention to Detail
  • Customer Service
  • Leadership skills
  • Communication Skills
  • Closing Sales

Preferred Courses

  • Banking
  • sales and marketing

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
4 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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