Wealth Portfolio Manager | FInancial Consultant | Cebu City  

• Acquire newly-solicited accounts of individual and corporate clients
• Promote and market financial solutions of Philam Life.
• Perform daily prospecting and presentation calls with potential clients
• Identify clients' financial goals and expectations and assist them in selecting appropriate investment opportunities.
• Provide excellent, personalized customer service.
• Proactively contact clients to establish meaningful long-term relationships.

In search for individuals who have Entrepreneurial and Growth Mindset. WE WILL INVEST IN YOU.

In partnership with Genesis by Philam Life, we take passion and pride on our mission by providing avenues for noteworthy and success hungry individuals to harness their skills to reach the desired strength, talent and realization of their unimaginable potential.

We aim to nurture and fully develop future elite Wealth Management professionals and leaders who are the game changers of the Financial Industry. Not only will they take themselves to the next level, but to also grow in every aspect of their well being.

Life doesn’t have to be a choice between career and passion. Whether you’re straight out of college or at the crossroads thinking about starting your own business, it is very possible for you to find a real career that is not only good but also matches your skill set.

This is a fulfillment and a legacy that will give a bright future not just for themselves and their loved ones, but also to serve the society and this country, by giving them a better and brighter future ahead.

The job has four key components designed to help you achieve your entrepreneurial goals:

High-impact Training

Incorporates classroom-type and real-life learning to ensure that you become an expert Financial Planner, with a mission to help your clients achieve their financial goals.

Business-building Support

Equips you with a competitive product portfolio, industry-leading sales tools, and dedicated support to help you build and grow a sustainable business.

Career Path Development

Empowers you to determine how to expand your business in the pursuit of achieving your own definition of success.

Premier Rewards

In place to make sure you enjoy the benefits of your hard work and to highlight the milestones achieved in your career and business.

Join Philam Life’s Premier Agency and Make Plans Happen

Do you plan to be your own boss and be the best in what you do?

More importantly, do you want to make a difference in other people’s lives?

Do you want to be richer, travel the world and live the good life?

If you said yes to these questions, then this career is for you.

Join Philam Life’s Premier Agency and get into the business of helping people achieve their dreams – including yours. This career offers you the opportunity to earn unlimited income, get continuous training and development, and make a difference in the lives of Filipinos.

• College degree
• Strong communication and presentation skills
• Confident, self-motivated, resilient, and entrepreneurial personality
• Ability to put clients first
• People-oriented and tech-savvy
• Ability to listen, understand, and give advice
• Goal-oriented at an individual and team level
• Strong desire for performance-driven compensation and growing earnings potential
• Enthusiastic and interested in the financial services industry
• Acquire newly-solicited accounts of individual and corporate clients
• Promote and market financial solutions of Philam Life.
• Perform daily prospecting and presentation calls with potential clients
• Identify clients' financial goals and expectations and assist them in selecting appropriate investment opportunities.
• Provide excellent, personalized customer service.
• Proactively contact clients to establish meaningful long-term relationships.
• Strong analytical and planning skills;
• Good communication and presentation skills;
• Excellent problem-solving skills;