Junior Financial Advisor

Philam Life | Christine Dimaliuat

  • Makati, Philippines
    Makati, Metro Manila, Philippines
    Metro Manila
  • 25,000.00 - 50,000.00 PHP / monthPHP25,000.0050,000.0025,000.00MONTH
  • Full time
Posted 5 months ago and deadline of application is on 2 Jan
Recruiter was hiring a month ago

Junior Financial Advisor

Philam Life | Christine Dimaliuat

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

Perks and Benefits

    • Fixed Salary for 1 year Php 25,000 to Php 50,000 per month
      • PLUS: Get Commission for every sale
    • Training and Development
    • Have your own business
    • Travel Incentives
    • Monthly, Quarterly and Annual Bonuses
    • Opportunity to be a Manager in 2 to 3 years
    • Be a Manager of Managers in 5 to 7 years

    Required Skills

    • Relationship Management
    • Presentation Skills
    • Sales and Marketing Knowledge
    • Interpersonal Skills
    • Customer Service
    • Communication Skills
    • Closing Sales

    Preferred Courses

    • Entrepreneurship
    • Business Administration [Financial Management]

    Jobs Summary

    Job level
    Fresh Grad / Entry Level
    Job category
    Sales and Marketing
    Educational requirement
    Bachelor's degree graduate
    Recruiter response to application
    Office Address
    32nd Floor, Philam Life Tower, Paseo de Roxas
    Financial Services
    27 openings

    Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.

    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.
    People who applied to this job also applied to