Financial Advisor | Makati
Philam Life Insurance - Cuaso Associates Agency
- Makati, Philippines6f, 126 L.P. Leviste Street, Makati, Metro Manila, Philippines, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Job closed.
Job Description
Being a Financial Advisor offers the highest return for the amount of time invested.
Here at PhilAm Life, we aim to nurture the best-informed people with excellent communication skills and the ability to pique customers' confidence in our products. Inventiveness, strong initiative, and eagerness to learn are the key qualities that we are looking to further develop among our potential associates.
The following are the duties that a Financial Advisor is expected to fulfill:
- Recommend insurance and investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences
- Deliver personalized investment solutions to help clients work toward their long-term financial goals
- Develop and deepen client relationships
Minimum Qualifications
- Degree in any Bachelor of Arts or Bachelor of Science course
- Will also consider fresh grads from the following universities: De La Salle University, Ateneo de Manila University, University of Asia and the Pacific, Enderun Colleges, University of Sto. Tomas, University of the Philippines
- Work experience - Bank Branch Managers, Relationship Managers, Account/Sales Officers,
- Will also consider candidates from Pharmaceuticals, BPO, Premium Item Sales, Tourism/Hospitality, Education/Private School Teachers, and Real Estate
- Willing to learn
- Communication and presentation skills
- Excellent time management skills
- Ability to work as both a team player and a potential leader
Perks and Benefits
- Work from Home
- Retirement Benefit Plans
- Stock Options
- Free Lunch or Snacks
- Medical / Health Insurance
- Employee Discounts
- Performance Bonus
- Recruitment / Signing Bonus
- Life Insurance
- Flexitime
Required Skills
- Creative Thinking
- Presentation Skills
- Action Planning
- Financial Analysis
- Customer Service
- Problem Solving
- Communication Skills
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
- 6f, 126 L.P. Leviste Street, Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
About Philam Life Insurance - Cuaso Associates Agency
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.