Financial Advisor
Philamlife - Pinnacle Financial Advisors
- Makati, Philippines9/F, Makati, Metro Manila, 126 L.P. Leviste Street, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Part timePART_TIME
Job closed.
Job Description
- Actively solicits prospects and clients via telephone, email, mail, social media, etc
- Recommend investment & insurance products and services suitable for individual and corporate clients based on their objectives
- Helps clients plan for short-term and long-term goals, such as achieving educational expenses and saving for retirement through proper investments
- Assessing client's risk tolerance
- Consulting and advising individual and corporate clients about financial planning strategy to meet their investment objectives
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help achieve financial objectives
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them achieve financial objectives
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients
- Implementing financial plans or referring clients to professionals who can help them
- Managing and updating client portfolios
- Contacting clients regularly to discover changes in their financial status
- Building and maintaining your client base
Minimum Qualifications
- Good Time Management Skills
- Good Persuasion and Negotiation Skills
- Good communication and presentation skills
- Excellent customer service and interpersonal skills
- Driven and can work independently
- Sales and Marketing experience is an advantage
Perks and Benefits
- Work from Home
- Stock Options
- Medical / Health Insurance
- Employee Discounts
- Performance Bonus
- Life Insurance
- Flexitime
Other
Trip Incentives (local and abroad)
Monthly and Quarterly Bonus
Career Growth
Regular Training and Development
Required Skills
- Action Planning
- Problem Solving
- Communication Skills
- Probing
- Needs Analysis
- Listening
- Closing Sales
Jobs Summary
- Job Level
- Mid-Senior Level / Manager
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- 9/F, 126 L.P. Leviste Street, Makati, Metro Manila, Philippines
About Philamlife - Pinnacle Financial Advisors
PHILAMLIFE
The Philippine American Life and General Insurance Company (Philam Life) is the largest life insurance company in the Philippines and the market leader for over 70 years. Philamlife offers an extensive line of products in the industry that provides solutions to various financial needs including life protection, health insurance, savings, education, retirement, investment, group and credit life insurance. Philam Life has the most extensive network of offices and sales agencies nationwide.
Philam Life is part of the AIA group Limited, the largest independent publicly listed pan-Asian life insurance group in the world. It has main operating subsidiaries or branches in 17 markets in the Asia Pacific - Hong Kong, Thailand, Singapore, Malaysia, China, Korea, Philippines, Australia, Indonesia, Taiwan, Vietnam, New Zealand, Macau, Brunei, a 92 percent subsidiary in Sri Lanka, a 26 percent join-venture in India, and a representative office in Myanmar.
The business that is now AIA was first established in Shanghai over 90 years ago. It is a market leader in the Asia-Pacific region (ex Japan) based on life insurance premiums and holds leading positions across the majority of its markets. It had a total assets of US$147 billion as of 31 May 2013. Through an extensive network of agents and employees across Asia-Pacific, AIA serves the holders of more than 27 million individual policies and over 16 million participating members of group insurance schemes.
AIA Group Limited is listed in the Main Board of the Stock Exchange of Hong Kong Limited under the stock code "1299" with American Depositary Receipts (Level 1) traded on the over-the-counter market (ticker symbol: "AAGIY").