Financial Consultant | Wealth Portfolio Manager | Davao
Philam Life - An AIA Group Company
- Davao City, PhilippinesDavao City, Davao Region, PhilippinesDavao CityDavao RegionPhilippinesPhilippinesTELECOMMUTE
- ₱40,000.00 - ₱80,000.00 / monthPHP400008000040000MONTH
- Full timeFULL_TIME
Job closed.
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
- Work from Home
- Retirement Benefit Plans
- Stock Options
- Free Lunch or Snacks
- Gym Membership
- Medical / Health Insurance
- Employee Discounts
- Performance Bonus
- Recruitment / Signing Bonus
- Life Insurance
- Flexitime
Required Skills
- Presentation Skills
- Persuasion and Negotiation
- Facebook Ads
- Business Development
- Communication Skills
- Rapport Building
- Closing Sales
Preferred Courses
- Entrepreneurship
- Business Administration [Financial Management]
- Applied Economics [Financial Economics] and BS Management of Financial Institutions
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- Davao City, Davao Region, Philippines
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.