Peak Wealth Solutions (a Philam Life Premier Agency)
Peak Wealth Solutions (a Philam Life Premier Agency)

Financial Consultant  

Peak Wealth Solutions (a Philam Life Premier Agency)

 
  • Makati, Philippines
    9th Floor Philam Life Salcedo Building, 126 L.P. Leviste Street, Makati City ( In front of Makati Sports Club), Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
  • ₱30,000.00 - ₱500,000.00 / month
    PHP
    30000
    500000
    30000
    MONTH
  • Full timeFULL_TIME

Expired 6 years ago

2018-09-18T16:00:00+00:00
Job closed.

Job Description

The financial advisor is tasked to provide financial consulting services to clients. Services for individuals or families will cover the following areas: retirement, savings, education, investments and estate planning. Services for companies or associations will cover group life insurance, group health insurance, and credit life insurance. The financial advisor is responsible for creating his own market of individuals, families and corporations; contacting these leads for presentations, and closing deals through Philam Life's financial programs.

The financial advisor can enjoy the following benefits, upon reaching sales targets:

- variable compensation ranging from P30,000 to as high as P500,000 per month

- international travel to countries such as Korea, USA, and European counties

- group life insurance and medical insurance

- awards and recognition in a 5-star hotel, with inclusion to a supplement in a major newspaper

Minimum Qualifications

  • Good communication and presentation skills;
  • Excellent problem-solving skills;
  • Customer orientation
  • Business-mindedness
  • Must be residing in Metro Manila

Perks and Benefits

  • FlexitimeFlexitime
  • Life InsuranceLife Insurance
  • Medical / Health InsuranceMedical / Health Insurance
  • Stock OptionsStock Options
  • Performance BonusPerformance Bonus

Required Skills

  • Relationship Management
  • Presentation Skills
  • Customer Service

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Sometimes
Office Address
9th Floor Philam Life Salcedo Building, 126 L.P. Leviste Street, Makati City ( In front of Makati Sports Club), Makati, Metro Manila, Philippines
Industry
Financial Services
Vacancy
10 openings
Website
http://www.peakwealthsolutions.com

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About Peak Wealth Solutions (a Philam Life Premier Agency)

Peak Wealth Solutions is a Premier Agency of Philam Life, headed by Mr. Emmanuel Paras, former Assistant Vice President for Sales of Philam Life and 2016 President of the Life Underwriters Association of the Philippines. The team operates in Makati City. Philam Life is the leading life insurance company in terms of Net Worth, Total Assets and Net Income. It is part of the leading pan-Asian insurance organization, American International Assurance (AIA), based in Hongkong.

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