Financial Advisor

Philam Life- Regina Financial Advisors

  • Makati, Philippines
    Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Metro Manila
  • 25,000.00 - 100,000.00 PHP / monthPHP25,000.00100,000.0025,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 9 Jun
Recruiter was hiring 17 hours ago

Job Description

  • Assess client’s individual financial needs, expectations, and goals
  • Assist in developing a customized financial plan for each client
  • Actively markets investment products and various services to prospects and clients focused on their financial aims and necessities.
  • Renders servicing and conducts a financial review to continuously update the client’s financial profile to provide effective and new solutions to current priorities and to better achieve the client’s financial goal.
  • Proactively conducts daily prospecting and presentations to probable clients

Minimum Qualifications

  • Must possess a Bachelor’s/ College Degree in any field
  • Strong entrepreneurial mindset and skills
  • Excellent communication and presentation skills
  • Good analytical and problem-solving skills
  • People and goal oriented
  • Fresh graduates are encouraged to apply
  • Willing to be trained and eager to attend learning sessions
  • Be able to work independently and also be a team player

Perks and Benefits

  • Flexitime Flexitime
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Stock Options Stock Options

-Full Commissions

-Production Bonuses

-Trip Incentives

Required Skills

  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Financial Analysis
  • Interpersonal Skills
  • Communication Skills
  • Selling
  • Closing Sales

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Makati, Metro Manila, Philippines
Financial Services
20 openings

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About Philam Life- Regina Financial Advisors

ABOUT PHILAM LIFE Our expertise has allowed us to help millions of people achieve their goals, and to be there for them in times of need. 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.
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