Financial Advisor Prime

Philam Life Insurance - Cuaso Associates Agency

  • Makati, Philippines
    6f, 126 L.P. Leviste Street, Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Metro Manila
  • Full time
Posted 7 months ago and deadline of application is on 7 Mar
Recruiter was hiring a day 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 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

  • Communication and presentation skills
  • Excellent time management skills
  • Ability to work as both a team-player and a potential leader
  • Creativity and inventiveness
  • Enthusiasm for learning
  • Residing/working in Metro Manila (NCR), and able to attend meetings in Makati office once a week
  • Degree in any Bachelor of Arts or Bachelor of Science course

Perks and Benefits

  • Flexitime Flexitime
  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Employee Discounts Employee Discounts
  • Free Lunch or Snacks Free Lunch or Snacks
  • Performance Bonus Performance Bonus
  • Recruitment / Signing Bonus Recruitment / Signing Bonus
  • Stock Options Stock Options

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
Office Address
6f, 126 L.P. Leviste Street, Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
20 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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