Freelance Financial Advisor | Wealth Porfilio Manager

Philam Life Mega Associates

  • San Juan, Philippines
    Service Road , San Juan, Metro Manila, Philippines
    San Juan
    Metro Manila
  • 25,000.00 - 40,000.00 PHP / monthPHP25,000.0040,000.0025,000.00MONTH
  • Freelance
Posted 4 months ago and deadline of application is on 28 Sep
Recruiter was hiring 10 hours ago

Freelance Financial Advisor | Wealth Porfilio Manager

Philam Life Mega Associates

Job Description


Philam Life Philippines is looking for aspirants who wanted to become the next Philam Life Financial Advisor and be part of our Team. We help Filipinos to achieve their financial goals and needs by providing them our offered financial products.

The primary roles of a financial advisor is to prospect, educate, advocate, support, provide solutions, and most importantly ensure every Filipino family so that they will live healthier longer and happier lives, free from worries and financial insecurities.

It is a sales and field job that has a lot of potential and opportunity, because of an established necessity and current booming trend of the insurance and investment industry. Based on 2017 Career Study, being a financial advisor is the highest-paying job among millennials.

Insurance Agency is a career/business most suitable for people who are creative, ambitious and ready to work hard and be rewarded HARDER.

Application Process

  1. Skill and Behavioral Interview
  2. 3 days Learning/Onboarding and Pre-Employment Completion
  3. Training and Licensure
  4. Introduction to Operations.

Minimum Qualifications

  • ​​​​​​Bachelor’s Degree Holder
  • Entrepreneurial in nature and wanted to build a business
  • Must be able to tap your market
  • Passion for sales
  • Connect with and reach out to clients and prospective clients
  • Analyze clients financial needs
  • Give and present solutions to clients.
  • Manage the financial portfolio of the client
  • Willing to be trained

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
  • Performance Bonus Performance Bonus

Required Skills

  • Salesforce
  • Sales and Marketing Knowledge

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
ALCCO, Service Road, San Juan, Metro Manila, Philippines
Financial and Insurance Services
10 openings

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About Philam Life Mega Associates

The Philippine American Life and General Insurance Company (also commonly known by its trade name, Philam Life), under the AIA Group Company, is the country's largest insurance and wealth management company. Branded as The Strongest Life Insurance Firm, Philam Life leads in terms of assets, net income, and networth among all insurance companies in the Philippines. But more than affirming our strength and stability, 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. 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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