Wealth Portfolio Manager | Financial Consultant | Entrepreneurship Program

Philam Life - An AIA Group Company

  • Quezon City, Philippines
    2F Philam Life Building, Genesis by Philam Life 9/F Citibank Center, 8741 Paseo de Roxas Makati City 1200, Metro Manila, Philippines, Makati, Metro Manila, Philippines, Quezon City, Metro Manila, Philippines
    Quezon City
    Metro Manila
  • 25,000.00 - 75,000.00 PHP / monthPHP25,000.0075,000.0025,000.00MONTH
  • Full time
Posted 4 months ago and deadline of application is on 18 Dec
Recruiter was hiring an hour ago

Wealth Portfolio Manager | Financial Consultant | Entrepreneurship Program

Philam Life - An AIA Group Company

Job Description

  • Acquire newly-solicited accounts of individual and corporate clients
  • Promote and market financial solutions of Philam Life.
  • Perform daily prospecting and presentation calls with potential clients
  • Identify clients' financial goals and expectations and assist them in selecting appropriate investment opportunities.
  • Provide excellent, personalized customer service.
  • Proactively contact clients to establish meaningful long-term relationships.

The Elite Advisor Development Program (EADP) Financial Advisor delivers Philam Life insurance-based financial solutions to help clients work toward their long-term financial goals; and develops and deepens client relationships.

The job has four key components designed to help you achieve your entrepreneurial goals:


Incorporates classroom-type and real-life learning to ensure that you become an expert Financial Planner, with a mission to help your clients achieve their financial goals.


Equips you with a competitive product portfolio, industry-leading sales tools, and dedicated support to help you build and grow a sustainable business.


Empowers you to determine how to expand your business in the pursuit of achieving your own definition of success.


In place to make sure you enjoy the benefits of your hard work and to highlight the milestones achieved in your career and business.

Join Philam Life’s Premier Agency and Make Plans Happen

Do you plan to be your own boss and be the best in what you do?
More importantly, do you want to make a difference in other people’s lives?
Do you want to be richer, travel the world and live the good life?

If you said yes to these questions, then this career is for you.

Join Philam Life’s Premier Agency and get into the business of helping people achieve their dreams – including yours. This career offers you the opportunity to earn unlimited income, get continuous training and development, and make a difference in the lives of Filipinos.

Minimum Qualifications

  • College degree
  • Strong communication and presentation skills
  • Confident, self-motivated, resilient, and entrepreneurial personality
  • Ability to put clients first
  • People-oriented and tech-savvy
  • Ability to listen, understand, and give advice
  • Goal-oriented at an individual and team level
  • Strong desire for performance-driven compensation and growing earnings potential
  • Enthusiastic and interested in the financial services industry

Perks and Benefits

  • Flexitime Flexitime
  • Free Lunch or Snacks Free Lunch or Snacks
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Retirement Benefit Plans Retirement Benefit Plans
  • Stock Options Stock Options

Required Skills

  • Relationship Management
  • Presentation Skills
  • Persuasion and Negotiation
  • Customer Service
  • Needs Analysis
  • Selling
  • Referral Maximization

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
Gonzales Associates, Gen. Malvar Avenue, Araneta Center, Cubao, Quezon City (beside Gateway Mall)
Financial Services
10 openings

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About Philam Life - An AIA Group Company

The Philippine American Life and General Insurance Company (also commonly known by its trade name, Philam Life), under the AIA Group Company, is the country's largest insurance and wealth management company. Branded as The Strongest Life Insurance Firm, Philam Life leads in terms of assets, net income, and networth among all insurance companies in the Philippines. But more than affirming our strength and stability, we know that real life never stops changing, and that people need a partner who understands and supports them through life’s challenges and opportunities. That 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 success, fears into peace of mind, and dreams into reality. 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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