AIA Philippines
AIA Philippines

Elite Wealth Portfolio Manager  

AIA Philippines

  • Makati, Philippines
    126, L. P. Leviste, Bel-Air, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • PHP 100,000.00 - PHP 300,000.00 / month
    PHP
    100000
    300000
    100000
    MONTH
  • Full timeFULL_TIME

Posted 9 months ago and deadline of application is on 30 Dec

Recruiter was hiring 18 hours ago

2022-01-13T10:46:23.838614+00:002022-12-30T16:00:00+00:00

Job Description

As a Philamlife Elite Wealth Portfolio Manager, you will be able to help your clients plan for their future through comprehensive financial planning.

  • Professionally advise clients on the different products and services that will be suitable for them based on their financial objectives.
  • Assist your clients in executing their financial plans through allocations in various investment funds.
  • Proactively seek prospective clients through phone calls, mails, referrals, and other social media platforms.
  • Long term engagement and assistance to clients when the need arises.

What we offer:

  • Monthly allowance of P25,000 to P75,000 PLUS commissions for professionals from the following industries:
    • Banking/Bancassurance
    • Business Process Outsourcing (BPO)
    • Medical/Pharmaceutical
    • Fast-Moving Consumer Goods (FMCG)
    • Telecommunications
    • Information Technology (IT)
    • Hospitality/Tourism and Travel
    • Academe/Education
    • Premium Sales
    • Select Government Agencies
  • Up to 60% commission per closed sale plus up to 30% bonus QUARTERLY. Plus up to 40% bonuses ANUALLY.
  • You will be given comprehensive training programs and dedicated support team to help you build and grow a sustainable business.
  • Access and use of 53 PhilAm Life branches across the country.
  • Group insurance and HMO coverage.
  • Retirement fund fully managed by Philam's fund experts.
  • International travel incentives: Europe, USA, Australia, and Asia.

Minimum Qualifications

  • Has excellent communication and presentation skills.
  • Confidently sociable.
  • Self-driven to achieve results.
  • Proactive in pursuing self-growth.
  • Passionate in advocating financial literacy.
  • Highly trainable.
  • Has strong analytical and strategical skills.
  • Advantage for people with sales background but not a requirement.

Perks and Benefits

  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • Employee DiscountsEmployee Discounts
  • Medical / Health InsuranceMedical / Health Insurance
  • Stock OptionsStock Options
  • Performance BonusPerformance Bonus
  • Recruitment / Signing BonusRecruitment / Signing Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime
  • Medical, Prescription, Dental, or Vision PlansMedical, Prescription, Dental, or Vision Plans

Other

Our team is looking for individuals who would like to be a part of the most professional financial services organization in the world; providing strong, reliable, trustworthy and forward-thinking solutions for our own clients’ most significant financial decisions. The successful candidate will have:

  • Work-life balance with flexible time
  • Financial freedom
  • Entrepreneurial mindset
  • Numerous Travel Incentives
  • Opportunity to learn from top caliber insurance practitioners
  • An avenue to broaden social networks
  • The opportunity to write your own income

Required Skills

  • Presentation Skills
  • Persuasion and Negotiation
  • Customer Service
  • Communication Skills
  • Needs Analysis
  • Listening
  • Closing Sales

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Always
Office Address
L. P. Leviste 126, 1227 Makati, Philippines
Industry
Insurance and Financial Planning
Vacancy
10 openings
Website
https://www.philamlife.com/en/about-philamlife.html

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About AIA Philippines

Dragon Financial Consultants is a sales group composed of competitive and high performing sales agents under the agency force of AIA Philippines. AIA Philippines is an insurance company that aims to be the Philippines’ pre-eminent life insurance provider and race against risk to protect every Filipino family and empower them to live healthier, longer, better lives Whether you need help securing your children’s education, your retirement, or simply want to build your savings, we are dedicated to finding the right solutions to help you achieve your dreams and goals. The AIA Philippine American Life and General Insurance Company (PhilamLife) is the largest life insurance company in the Philippines and the market leader for over 70 years. Philamlife offers an extensive line of products in the industry that provides solutions to various financial needs including life protection, health insurance, savings, education, retirement, investment, group and credit life insurance. Philam Life has the most extensive network of offices and sales agencies nationwide. Philam Life is part of the AIA group Limited, the largest independent publicly listed pan-Asian life insurance group in the world. It has main operating subsidiaries or branches in 17 markets in the Asia Pacific.

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