Financial Advisor

PHILAM Life (ATLAS Financials)

  • Makati, Philippines
    9th Flr. Citibank Center, 9th Flr. Citibank Center, Paseo de Roxas , Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Metro Manila
  • 25,000.00 - 100,000.00 PHP / monthPHP25,000.00100,000.0025,000.00MONTH
  • Full time
Posted a month ago and deadline of application is on 29 Oct
Recruiter was hiring 9 hours ago

Job Description

  • Recommend investment products and services that are suitable for prospects and clients based on their objective, resources, investment horizon, risk profile and preferences.
  • Execute and negotiate follow through of implementation vehicles including insurance, investments, estate planning, debt management and other tasks needed by the client.
  • Decides how to build practice by choosing own clients and the market to pursue.
  • Active acquisition of new clients and tapping on existing personal and business network.
  • Maintain proper documentation following preset guidelines established by compliance and management.
  • Be able to comply with all industry rules and regulations.

Minimum Qualifications

  • Filipino citizen.
  • Strong communication and interpersonal skills
  • Goal oriented, driven and passionate
  • Best performers and those who stand atop of their current field
  • High commitment to learning the program of Philam that further develops their skills
  • Well organized with an ability to manage time effectively while managing existing clients/portfolio.
  • Ability to influence people.
  • Possess a commitment to professionalism, honesty and a strong work ethic.
  • Be able to work independently as well as function as part of a team.
  • Must be an achiever and gives high value in recognition.
  • Specifically Targeted to the following industries:
    • Bank Branch Front Liners
    • BPO
    • Pharmaceutical Sales
    • Fresh Graduates from select universities.
    • OFW

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
  • Performance Bonus Performance Bonus
  • Recruitment / Signing Bonus Recruitment / Signing Bonus
  • Premier Production Bonus(Quarterly Bonus)
  • Quality Business Bonus
  • Trip Incentives (USA/EUROPE/ASIA)
  • Million Dollar Round Table Membership Incentive
  • Company Promos/ Campaigns
  • Target Achievement Bonusu

Required Skills

  • Relationship Management
  • Sales and Marketing Knowledge
  • Communication Skills
  • Account Management
  • Product Positioning
  • Selling
  • Closing Sales

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
9th Flr. Citibank Center, Paseo de Roxas , Makati, Metro Manila, Philippines
Financial and Insurance Indusrty

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About PHILAM Life (ATLAS Financials)

Our company is now in a massive expansion phase to dominate the industry of Finance and we are looking for exceptional, driven and goal-oriented individuals to be PhilamLife’s next generation Executive Financial Advisors and Premier Wealth Managers. We have a program that further develops the already skilled and aspiring candidates to become the best professionals in the field of Sales, Banking, Marketing, Pharmaceutical, Finace, Accounting, Customer Service, Academe, Hospitality Management, Account Management and even Entrepreneurs. Apart from this, we also have a unique Development Program for graduates/fresh graduates for specific Universities. Our value proposition will be dissected in a conference by our Strategic Director, along with our other stronger candidates. This offer is exclusive for people who we see as a great potential, the best performers and those who stand atop of their current field. Company Profile: At Philam Life, 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. 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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