Financial Consultant | Wealth Portfolio Manager | Financial Services Management Program

Philam Life - An AIA Group Company

  • Quezon City, Philippines
    2F Philam Life Building, Philam Life Genesis, 9F Citibank Center, Villar St Makati City, Paseo de Roxas, Makati, Metro Manila, Philippines, Quezon City, Metro Manila, Philippines
    Quezon City
    Metro Manila
  • 30,000.00 - 40,000.00 PHP / monthPHP30,000.0040,000.0030,000.00MONTH
  • Full time
Posted 5 months ago and deadline of application is on 21 Feb
Recruiter was hiring a minute ago

Financial Consultant | Wealth Portfolio Manager | Financial Services Management Program

Philam Life - An AIA Group Company

Job Description

  • Acquires newly solicited accounts of individual and corporate clients
  • Promotes and markets financial solutions of Philam Life.
  • Perform daily prospecting and presentation calls with potential clients
  • Identify client's 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.

Minimum Qualifications

  • Fresh graduates from reputable schools are welcome to apply
  • Career Changers must have atleast tw years of sales working experience as Bank Branch Frontliners, Call Center/BPO Agents/ Team Leaders, Field Sales- Pharmaceutical/ Medical Representatives, Real Estate, Pharmaceutical Sales, BPO Industry and Tourism and Leisure
  • Former OFWs with Sales and Marketing/Management/Customer Service/ Tourism Background may apply
  • The personal commitment and relationship-building skills crucial to establishing long-term clients
  • Excellent communication, presentation, time management and organizational skills
  • Ability to listen to client needs and provide financial solutions
  • Strong people skills with an established network of personal and business contacts is necessary
  • People-oriented and can build rapport easily
  • Tech and social media savvy an advantage

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
  • Employee Discounts Employee Discounts
  • Free Lunch or Snacks Free Lunch or Snacks
  • Gym Membership Gym Membership
  • Performance Bonus Performance Bonus
  • Recruitment / Signing Bonus Recruitment / Signing Bonus
  • Stock Options Stock Options

Required Skills

  • Relationship Management
  • Presentation Skills
  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Social Media Management
  • Rapport Building
  • Selling

Preferred Courses

  • Entrepreneurship
  • Business Administration [Financial Management]
  • Applied Economics [Financial Economics] and BS Management of Financial Institutions

Jobs Summary

Job level
Associate / Supervisor
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
15 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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