Financial Advisor
Philam Life - Genova Financials
- Makati, PhilippinesPhilam Life Genesis, 9th Flr CitiBank Bldg. Villar St. Paseo de Roxas Avenue, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- 30.000,00 PHP - 200.000,00 PHP / monthPHP3000020000030000MONTH
- Toàn thời gianFULL_TIME
Đã hết hạn 4 years ago
2020-04-09T06:16:12.249274+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
A Financial Advisor provides a sound and customized financial blueprint to grow, manage, and diversify the Net Worth of their private clients (Individuals, families, businessmen, institutional and/or corporate investors.), constructing an effective blueprint of solution/s to reach their clients' financial priorities and goal/s.
- Prospect for new clients and maintain current client relationships by regular contact, at least on a semiannual to annual basis to ensure that they are on-track with their objective/s.
- Perform an interview to fully understand the client's current to future financial needs and wants, realizing them into goals, ensuring that both are being met.
- Monitor and manage their client’s account/s in order to achieve their clients' goal/s on a given time horizon.
- Update their clients on market conditions and economic trends imperative to sustaining a viable book of business.
- Obtain referrals and expanding prospective client network and portfolio.
Trình độ tối thiểu
- Goal-oriented
- Entrepreneurial Mindset
- Self-driven
- Coachable
- Leadership Skills
- Strong Analytical and Planning Skills
- Good Communication and Presentation Skills
- Excellent Problem-Solving Skills
Đặc quyền và lợi ích
Retirement Benefit Plans
Stock Options
Medical / Health Insurance
Employee Discounts
Performance Bonus
Recruitment / Signing Bonus
Life Insurance
Flexitime
Khác
- Compensation/Offer will be Interview Assessment based.
- Structured Career Advancement - Program Aspirants are lined-up and guaranteed for promotion year-on-year with the program's guidance.
- Monthly, Quarterly and Annual Performance Bonus.
- All-Expenses Paid International and Local Travels.
- All-Expenses Paid Local and International Award Recognitions and Conventions.
- World-Class Training and Development.
- Become a Company Ambassador.
Kỹ năng cần thiết
- Relationship Management
- Persuasion and Negotiation
- Brand Management
- Communication Skills
- Empathy
- Selling
- Referral Maximization
Khóa học ưa thích
- Entrepreneurship
- Business
- Management
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
- 9/F CitiBank Bldg. Villar St. Paseo de Roxas Avenue
- Ngành nghề
- Insurance
- Vị trí đang tuyển
- 2 vị trí tuyển dụng mới
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Về Philam Life - Genova Financials
The Undisputed Leader in Wealth Management and Insurance in the Philippines, PhilamLife is currently in a massive expansion phase and we are investing in exceptional individuals who are looking for opportunities that provides:
- Cutting-Edge & Innovative Development Program/s
- Structured Career Advancement (Year-on-year Accelerated Promotion)
- Competitive Compensation
- Higher Income Opportunities (Average of 20% worth of Commissions from closed businesses ON TOP of your Base Compensation)
- Monthly, Quarterly and Annual Bonuses
- Rewards and Recognition (Individual, Leadership and Team)
- All-Expenses Paid Travel Perks (International and Local)
- Work-Life Integration (Personalized Business Calendar/Flexible)
- Health and Insurance Benefits
- Business Inheritance (Continuity for Children)
- Retirement Plan
We are looking for Young & Experienced Professionals working for at least one (1) year preferably in the following target industries/universities:
- Banking/Bancassurance
- Business Process Outsourcing (BPO)
- Medical/Pharmaceutical
- Fast-Moving Consumer Goods (FMCG)
- Telecommunications
- Information Technology (IT)
- Hospitality/Travel & Tourism
- Academe/Education
- Premium Sales
- Select Government Agencies
or Fresh Graduates from the following schools:
- University of the Philippines
- Ateneo de Manila University
- De La Salle University
- University of Santo Tomas
- Enderun Colleges
- University of Asia and the Pacific
for our NEW PROGRAMS:
- EADP (Elite Advisor Development Program)
- ELDP (Elite Leader Development Program)
Our programs are engineered to develop the next generation MDRT (Million Dollar Round Table) members on their first year in the program. MDRT makes up of only the Top 3% of Financial Services professionals worldwide. Well-versed, and only the best individuals in Risk-Management and Investment Allocation acumen.
Second year of the program is geared towards Management and Leadership. The MDRTs will now become Associate Unit Managers and be able to create and manage their own team the right way. Developing their mentees to be MDRTs and future leaders as well.
Moving forward, the Associate Unit Managers will full blown Unit Managers, and will be elevated year on year to eventually become District Managers in five (5 years) and the new pillars of the company moving forward.
Note: Program offer is strictly exclusive for the respective recruit profiles mentioned above.
If you are one of them, don't hesitate to
SEND AN APPLICATION IF INTERESTED.