Junior Financial Advisor
Philam Life (DNA Financials)
- Makati, Philippines126 L.P. Leviste Street, Makati, Metro Manila, Philippines, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Job closed.
Job Description
- Responsible for setting appointments and presenting to clients to spread financial literacy and sell insurance and investment policies like VUL and traditional life insurance products.
- To undergo continuous training about investment, insurance, sales, and marketing, at least once a week to hone skills and confidence in the business
- Expected to call potential clients to set appointments on a daily basis
- Shall be driven to meet targets for personal and team goals
Minimum Qualifications
- Preferably with leadership experience at school or at work
- Can talk to people and relay his/her thoughts well
- A well managed personal finances
- Pleasing personality and willing to learn and expand their comfort zone
- Have big dreams and with the heart to serve people
- A team player
- Sales experience is an advantage but not required
- Fresh Graduates are welcome
Perks and Benefits
- Work from Home
- Free Lunch or Snacks
- Stock Options
- Performance Bonus
- Recruitment / Signing Bonus
- Flexitime
Other
- Annual Travel incentives for international trips
- Monthly Incentives
- Quarterly Cash Incentives
- Annual Awards and Recognition
Required Skills
- Telephone Skills
- Presentation Skills
- Sales and Marketing Knowledge
- Customer Service
- Leadership skills
- Communication Skills
- Listening
Preferred Courses
- Accountancy
- Engineering
- Financial Management
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 126 L.P. Leviste Street, Makati, Metro Manila, Philippines
About 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.