Elite Financial Advisor
Philam Life- Cleto Financial Advisors
- Quezon City, PhilippinesPhilamlife Building, Cubao, Quezon City, Metro Manila, Philippines, Quezon City, NCR, PhilippinesQuezon CityNCRPhilippinesPhilippines
- PHP 50.000,00 - PHP 500.000,00 / bulanPHP5000050000050000MONTH
- Penuh waktuFULL_TIME
Berakhir 4 years ago
2020-08-06T16:00:00+00:00Ditutup.
Deskripsi Pekerjaan
An Elite Financial Advisor handles the overall financial planning with the client from creating an estate, building health fund, retirement fund, family's development fund until passing on the estate.
- Day to day financial planning with prospective clients
- Recommend financial solutions that fit the needs and goals of the client
- Service the client for any additions, changes to the account, plans and help expedite claims
- Conduct leads generation projects like wealth forum in different companies
- Handle 75 to 100 clients a year
- Report directly to the Unit Manager
- Is passionate about leading a team and expanding the business through recruitment
Kualifikasi Minimum
- Preferably with at least one (1) year sales experience from banking, BPO, Medical/Pharmaceutical, FMCG Marketing, Telecommunications, IT, Premium Sales, Academe/Education
- Fresh Graduates from select universities (UP, Ateneo, DLSU, UST, Enderun and UA&P) are also welcome to apply
- Strong analytical and planning skills
- Goal-oriented and entrepreneurial mindset
- Candidate must have a bachelor’s degree
Fasilitas dan Tunjangan
Retirement Benefit Plans
Single Parent Leave
Stock Options
Performance Bonus
Paid Bereavement/Family Leave
Life Insurance
Maternity & Paternity Leave
Lain-Lain
1. Paid travel Incentives/International Trainings
2. Subsidized Medical/ Life Insurance upon first year validation
3. Commissions and bonuses on top of fixed capital support
Keahlian yang diperlukan
- Organizing and Planning
- Presentation Skills
- Persuasion and Negotiation
- Sales and Marketing Knowledge
- Customer Service
- Communication Skills
- Closing Sales
Jurusan yang Diminati
- Business
- Accountancy
- Finance
Ringkasan Perkerjaan
- Tingkat Posisi
- Lulusan Baru / Junior
- Spesialisasi
- Sales and Marketing
- Persyaratan tingkat pendidikan
- Lulus program Sarjana (S1)
- Respon rekruter ke lamaran
- Always
- Alamat Kantor
- Philamlife Building, Cubao, Quezon City, Metro Manila, Philippines
- Industri
- Financial Services
- Lowongan
- 5 lowongan dibuka
Agar merasa aman saat melamar: carilah ikon verifikasi dan selalu lakukan riset terhadap Perusahaan yang Anda lamar. Hindari dan laporkan situasi dimana Perusahaan membutuhkan bayaran dalam proses rekrutmen mereka.
Tentang Philam Life- Cleto Financial Advisors
A Philam Life insurance agency created in 2017. Already ranks among the top 10 agencies in the region with over 90 licensed financial advisors
At Philam Life, we know that life never stops changing, and that people need a partner who understands and supports them through life’s challenges and opportunities.
This 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 successes, fears into peace in mind, and dreams into reality.
Together, we endeavor to help each and every customer live healthier, longer and better lives.