Elite Financial Advisor
Philam Life- Cleto Financial Advisors
- Quezon City, PhilippinesPhilamlife Building, Cubao, Quezon City, Metro Manila, Philippines, Quezon City, NCR, PhilippinesQuezon CityNCRPhilippinesPhilippines
- 50.000,00 PHP - 500.000,00 PHP / monthPHP5000050000050000MONTH
- Toàn thời gianFULL_TIME
Đã hết hạn 4 years ago
2020-08-06T16:00:00+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
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
Trình độ tối thiểu
- 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
Đặc quyền và lợi ích
Retirement Benefit Plans
Single Parent Leave
Stock Options
Performance Bonus
Paid Bereavement/Family Leave
Life Insurance
Maternity & Paternity Leave
Khác
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
Kỹ năng cần thiết
- Organizing and Planning
- Presentation Skills
- Persuasion and Negotiation
- Sales and Marketing Knowledge
- Customer Service
- Communication Skills
- Closing Sales
Khóa học ưa thích
- Business
- Accountancy
- Finance
Tóm tắt công việc
- Trình Độ Công Việc
- Mới Tốt Nghiệp/ Trình Độ Tập Sự
- Ngành Nghề
- Sales and Marketing
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Always
- Địa chỉ văn phòng
- Philamlife Building, Cubao, Quezon City, Metro Manila, Philippines
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 5 vị trí tuyển dụng mới
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Về 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.