Standard Financial Advisor

Goal Developers League - A Premier Unit of Philam Life

  • Quezon City, Philippines
    2F, Philamlife Building, Cubao, Quezon City, Metro Manila, Philippines, Quezon City, Metro Manila, Philippines
    Quezon City
    Metro Manila
  • Full time
Posted 2 months ago and deadline of application is on 29 Aug
Recruiter was hiring a day ago

Job Description

Financial Advisors are expected to :

  • Establish and develop long-term relationships with clients.
  • Do proper financial planning through analysing personal financial situations of clients and issuing recommendations for financial solutions and programs that can help clients achieve different financial goals.
  • Recommends financial solutions such as investments, insurance, assets, cash flow management, debt management etc.that is fit to the client's financial goals.

All of these are done in a very convenient iPad system developed by the company that is readily available at your fingertips.

Minimum Qualifications

  • College degree (Fresh graduates are accepted)
  • Strong communication and presentation skills
  • Confident, self-motivated, resilient, and entrepreneurial personality
  • Willing to be mentored
  • People-oriented and tech-savvy
  • Goal-oriented at an individual and team level
  • Can build strong and long-term professional relationship with clients
  • Strong desire for performance-driven compensation and growing earning potential
  • Enthusiastic to build a team and become a manager of the company

Perks and Benefits

  • Work from Home Work from Home
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Free Lunch or Snacks Free Lunch or Snacks
  • Performance Bonus Performance Bonus
  • Stock Options Stock Options
  • Monthly and Annual Performance Bonuses
  • International Incentive Trips

Jobs Summary

Job level
Fresh Grad / Entry Level
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Philamlife Building, Cubao, Quezon City, Metro Manila, Philippines
Financial Services
30 openings

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About Goal Developers League - A Premier Unit of Philam Life

We are GDL - Goal Developers League, a premier league of Philam Life. We were established June 2016 and became one of the premier units of the company within a year. GDL Mission An exemplary league of professional life planners, driven to lead Filipinos in all walks of life towards development and achievement of their life goals. GDL Vision We are globally recognised as a premier league of MDRTs and GAMA Leaders. GDL Core Values Transparency, Integrity, Passion, Professionalism and High Productivity. Also, our unit is in line with Philam Life's mission, vision and core values. Philam Mission A Philam Life policy for every Filipino family. We empower Filipinos to achieve financial security and prosperity. Philam Vision We are the undisputed leader in life insurance and wealth management. Philam Core Values Integrity, Passion for Excellence, Malasakit and Kusang-loob. Our unit, our company is part of a bigger group of companies, AIA. We do hereby abide with AIA's operating philosophy of "Doing the Right Thing, in the Right Way, With the Right People and the Right Results will come" with our pursuit of doing our mission and achieving our vision
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