Portfolio Sales Manager

Philam Life- Pinnacle Financial Advisors

  • Makati, Philippines
    126 L.P. Leviste Street, Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Metro Manila
  • 25,000.00 - 70,000.00 PHP / monthPHP25,000.0070,000.0025,000.00MONTH
  • Full time
Posted 6 months ago and deadline of application is on 4 Mar
Recruiter was hiring 2 days ago

Job Description

On a daily basis, each successful applicant will:

  • Actively solicits prospects and clients via telephone, email, mail, social media, etc.
  • Perform financial needs analysis
  • Manage client’s portfolio and perform annual reviews

Minimum Qualifications

Philam Life’s Elite Advisor Development Program (EADP) is a program for candidates who have an entrepreneurial mindset and is willing to be mentored to become the next generation of portfolio managers.

Fresh graduate from the following universities: University of the Philippines, Ateneo De Manila, De La Salle University, De La Salle University- College of St. Benilde, University of Santo Tomas, Enderun College, University of Asia and the Pacific.

Have excellent Communication Skills, Presentation Skills, and Management Skills

Is passionate about making a difference in people’s lives

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Stock Options Stock Options

  • Travel incentives
  • Regular cash incentives
  • State of the art training programs and facilities
  • Unlimited income potential
  • Career growth

Required Skills

  • Relationship Management
  • Action Planning
  • Digital Marketing
  • Problem Solving
  • Communication Skills

Jobs Summary

Job level
Mid-Senior Level / Manager
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
126 L.P. Leviste Street, Makati, Metro Manila, Philippines
Financial Solution, Wealth Management, Talent Acquisition

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About Philam Life- Pinnacle Financial Advisors

The Philippine American Life and General Insurance Company (Philam Life) is the country’s premier life insurance company. Established on 21 June 1947, Philam Life has earned the trust of customers for its financial strength, strong brand name, and ability to deliver on its promises. We at Philam Life are proud to be part of AIA, The Real Company. OUR VISION: We are the undisputed leader in life insurance and wealth management. OUR MISSION: A Philam Life policy for every Filipino family. We empower Filipinos achieve Financial security and prosperity.
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