Financial Advisor
Philam Life (DNA Financials)
- Makati, Philippines8, L.P. Leviste Street, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Pekerja lepas / FreelanceCONTRACTOR
Ditutup.
Deskripsi Pekerjaan
- Train and educate people about proper financial planning;
- Attend weekly training and activity monitoring;
- Participate in monthly unit and agency assemblies;
- Sell and market insurance and investment products;
- Call people to set appointments;
- Documentation and client servicing and assistance.
Kualifikasi Minimum
- Great time management capability;
- Good communication and presentation skills;
- Ability to listen and relate to people;
- Excellent problem-solving skills;
- Willing to shift to a more meaningful career;
- Loves to be of service and make a difference to other people;
- Passionate about financial education.
Keahlian yang diperlukan
- Salesforce
- Sales and Marketing Knowledge
- Customer Service
- Time Management
- Communication Skills
- Coaching
- Closing Sales
Ringkasan Perkerjaan
- Tingkat Posisi
- Supervisor / Asisten Manager
- Spesialisasi
- Sales and Marketing
- Persyaratan tingkat pendidikan
- Lulus program Sarjana (S1)
- Respon rekruter ke lamaran
- Sometimes
- Alamat Kantor
- L.P. Leviste Street , Makati, Metro Manila, Philippines
Tentang Philam Life (DNA Financials)
DNA Financials is one of the top teams in Philam Life, having produced 3 MDRTs, and promoted 3 Unit Managers, in the past 3 years.
We are a young and dynamic team with 50 financial advisors to date, and we are expanding our reach in Metro Manila and nearby provinces.
We are a team of young millionaires and we empower Filipinos to be financially free through our products and services, as they go through our financial planning process.
We are in the lookout of driven individuals who would like to maximize their growth potential in a very rewarding career here in Philam Life.
About PHILAM LIFE
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.
We at Philam Life are proud to be part of AIA, the largest independent publicly listed pan-Asian life insurance group. Together, we endeavor to help each and every customer live healthier, longer and better lives.
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 to achieve financial security and prosperity.