Financial Advisor
Philam Life Insurance - Cuaso Associates Agency
- Makati, Philippines6, 126 LP Leviste St. Salcedo Village Makati City, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Job closed.
Job Description
- Providing financial advise based on clients' financial and protection needs;
- Acquires newly solicited account of High-Net-Worth clients.
- Providing recommendation to clients on wealth accumulation and legacy planning
- Organize and conduct activities on financial literacy and awareness campaigns;
- Promotes and markets all products and services of Philam Life.
- Ability to think critically and use sound judgement when serving clients
- Provide excellent, personalized customer service
- Achieve personal income target
Minimum Qualifications
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
Perks and Benefits
- Flexitime
- Retirement Benefit Plans
- Performance Bonus
- Medical / Health Insurance
- Life Insurance
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 LP Leviste St. Salcedo Village Makati City, 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.