Financial Consultant | Marikina
Philam Life - An AIA Group Company
Marikina, Metro Manila, Philippines
4d ago
source : Kalibrr, Inc.

Job Description

  • Acquires newly solicited accounts of individual and corporate clients
  • Promotes and markets financial solutions of Philam Life.
  • Perform daily prospecting and presentation calls with potential clients
  • Identify client's 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 Shift to Entrepreneurship Program (STEP) Financial Advisor delivers Philam Life insurance and investment solutions to help clients work toward their long-

    term financial goals and develop and deepen 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 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 pursuity of achieving your own definition of success.


    Make sure you enjoy the benefits of your hard work, and highlight the achievement of your business milestones.

    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 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.

  • College degree
  • At least 5 years of work experience
  • Strong communication and presentation skills
  • Confident, self-motivated, resilient and entrepreneurial personality
  • Ability to put the client 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 financial services industry
  • Apply
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