Portfolio Manager

Philam Life Insurance - Cuaso Associates Agency

  • Makati, Philippines
    6, 126 LP Leviste St. Salcedo Village Makati City, Makati, Metro Manila, Philippines
    Metro Manila
  • Full time
Posted 4 months ago and deadline of application is on 30 Dec
Recruiter was hiring 2 days ago

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

  • Bachelor's Degree in any field
  • Strong communication and interpersonal skills
  • Goal oriented, driven and passionate
  • 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.
  • Specifically Targeted to the following industries:
    • Banking/Bancassurance
    • BPO
    • Medical/Pharmaceutical
    • FMCG
    • Telcommunications
    • Information Technology (IT)
    • Hospitality / Travel & Tourism
    • Acedeme / Education
    • Premium Sales
    • Select Government Agencies

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
6th Floor, 126 LP Leviste St. Salcedo Village Makati City, Makati, Metro Manila, Philippines
10 openings

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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.
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