Wealth Portfolio Manager | Financial Consultant | Entrepreneurship Program
Philam Life - An AIA Group Company
Quezon City, PH
1d ago

Job Description

  • Acquire newly-solicited accounts of individual and corporate clients
  • Promote and market financial solutions of Philam Life.
  • Perform daily prospecting and presentation calls with potential clients
  • Identify clients' financial goals and expectations and assist them in selecting appropriate investment opportunities.
  • Provide excellent, personalized customer service.
  • Proactively contact clients to establish meaningful long-term relationships.
  • The Elite Advisor Development Program (EADP) Financial Advisor delivers Philam Life insurance-based financial solutions to help clients work toward their long-term financial goals;
  • and develops and deepens client relationships.

    The job has four key components designed to help you achieve your entrepreneurial goals :


    Incorporates classroom-type and real-life learning to ensure that you become an expert Financial Planner, with a mission to help your clients achieve their financial goals.


    Equips you with a competitive product portfolio, industry-leading sales tools, and dedicated support to help you build and grow a sustainable business.


    Empowers you to determine how to expand your business in the pursuit of achieving your own definition of success.


    In place to make sure you enjoy the benefits of your hard work and to highlight the milestones achieved in your career and business.

    Join Philam Life’s Premier Agency and Make Plans Happen

    Do you plan to be your own boss and be the best in what you do?

    More importantly, do you want to make a difference in other people’s lives?

    Do you want to be richer, travel the world and live the good life?

    If you said yes to these questions, then this career is for you.

    Join Philam Life’s Premier Agency and get into the business of helping people achieve their dreams including yours. This career offers you the opportunity to earn unlimited income, get continuous training and development, and make a difference in the lives of Filipinos.

    Minimum Qualifications

  • College degree
  • Strong communication and presentation skills
  • Confident, self-motivated, resilient, and entrepreneurial personality
  • Ability to put clients first
  • People-oriented and tech-savvy
  • Ability to listen, understand, and give advice
  • Goal-oriented at an individual and team level
  • Strong desire for performance-driven compensation and growing earnings potential
  • Enthusiastic and interested in the financial services industry
  • Perks and Benefits

  • Retirement Benefit Plans
  • Free Lunch or Snacks
  • Medical / Health Insurance
  • Stock Options
  • Performance Bonus
  • Life Insurance
  • Required Skills

  • Relationship Management
  • Presentation Skills
  • Persuasion and Negotiation
  • Customer Service
  • Needs Analysis
  • Selling
  • Referral Maximization
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