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
  • 30,000.00 - 300,000.00 PHP / monthPHP30,000.00300,000.0030,000.00MONTH
  • Full time
Posted 9 months ago and deadline of application is on 7 Aug
Recruiter was hiring 2 hours ago

Job Description

A 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 25 to 50 clients a year
  • Report directly to the Unit Manager

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
  • 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
  • Performance Bonus Performance Bonus
  • Stock Options Stock Options

  • 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
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.