Contact Us | 818-LIFE (5433)

Financial Advisors

Job Description:

  • Effectively source business prospects and employ client acquisition techniques
  • Implement strategies to cultivate and engage varying personal target markets
  • Effectively source prospective clients, capitalize on referrals, assessing of customer needs, and master the execution of customized financial strategies
  • Provide first class financial solutions to clients; Guide clients on different opportunities in accordance with the latter’s needs, goals and tolerance for risk
  • Acquire intensive company-sponsored trainings to best service the information needs of clients

Job Requirements:

  • Male/Female; 23 - 45 years old; College Graduate
  • Preferably with one year experience as Licensed Insurance Agent; those with Variable License highly preferred
  • Preferably with one year successful sales experience in Mutual Funds or Top Pre-Need companies
  • Good salesmanship skills acquired through formal training from previous Insurance/Mutual Fund/Pre-need Companies
  • Entrepreneurial, driven, ambitious; engaging and warm personality; trustworthy; mature and credible

Please submit applications to [email protected] or call at 818-5433 local 4341 for further details.

Contact Us

9th Floor, Allied Bank Center, 6754 Ayala Avenue corner Legaspi Street,
Makati City, Philippines

HOTLINE: 818-HELP (4357)
TRUNKLINE: 818-LIFE (5433)
FAX: 818-2701
Domestic Toll Free Number: 1-800-10-818-5433


Email: [email protected]
Service hours: 9:00am to 6:00pm

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