Financial Advisor
Philam Life | Christine Dimaliuat
- Makati, PhilippinesMakati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- ₱25,000.00 - ₱50,000.00 / monthPHP250005000025000MONTH
- Full timeFULL_TIME
Expired 4 years ago
2020-01-02T16:16:42.160456+00:00Job closed.
Job Description
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Minimum Qualifications
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- Student leader or has experience in leading a team or group of people;
- Experience in sales or entrepreneurship is an advantage;
- Pleasing personality; can deal with different types of people
Required Skills
- Relationship Management
- Sales and Marketing Knowledge
- Analyzing Data
- Interpersonal Skills
- Customer Service
- Communication Skills
- Computer Literate / Basic Computer Skills
Preferred Courses
- Business Administration [Financial Management]
- Accountancy
- Applied Economics [Financial Economics] and BS Business Management
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 32nd Floor, Philam Life Tower, Paseo de Roxas
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About Philam Life | Christine Dimaliuat
At Philam Life, we know that life never stops changing, and that people need a partner who understands and supports them through life’s challenges and opportunities.
This 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 successes, fears into peace in mind, and dreams into reality.
We at Philam Life are proud to be part of AIA, the largest independent publicly listed pan-Asian life insurance group. Together, we endeavor to help each and every customer live healthier, longer and better lives.
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 to achieve financial security and prosperity.