Do you want to be a Financial Advisor?

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Are you thinking of making a career shift or do you want a part time job? Maybe you can consider being a Financial Advisor.

 

According to Wikipedia, a financial adviser (or advisor) is a professional who renders financial services to clients. They typically  provide clients/customers with financial products and services, depending on the licenses they hold and the training they have had. For example, an insurance agent may be qualified to sell both life insurance and variable annuities. A broker may also be a financial planner. A financial adviser may create financial plans for clients or sell financial products, or a combination of both.

 

I have no experience nor any background about being a financial advisor. Can I still be one? The answer is Yes!

 

The good news is Philam Life or The The Philippine American Life and General Insurance Company, the country’s premier life insurance company is beefing up its recruitment campaign to find and develop more champions of life insurance who will bring financial solutions closer to its customers. Philam Life takes on a different approach to recruitment by doubly ensuring its new advisors will be provided with the right tools via targeted development programs. The financial advisors get the support they need to be highly productive, collaborative, dynamic and tech savvy, to have a good understanding of the needs of their clients in a fun and nurturing environment.

 

Why join Philam life?

 

Philam Life is acknowledged as one of the enduring pillars of the Philippine life insurance industry. For nearly seven decades, Philam Life has earned the trust of customers for its financial strength, strong brand name, and its ability to deliver on its promises.

 

Philam Life has PHP236.4 billion in total assets as of 31 December 2015 and has delivered timely payouts of over PHP10 billion in education benefits (2004-2015) and over PHP131 billion in insurance benefits (1950-2015), while serving close to 600,000 individual policyholders and over 2 million insured group members.

 

Recently, it launched its one-stop-shop office called SPARK that offers fully digital personalized services to give the best customer service experience to customers of Philam Life, BPI-Philam and PAMI. Its online Customer Portal called ePlan is also now up to provide customers a facility to access policy details and make transactions anytime, anywhere.

 

In terms of product innovation, Philam Vitality is the first of its kind in the Philippines and the only full-scale wellness program that is all about getting healthy and being rewarded for making healthy choices. The company has also launched Future Scholar, the first in the market hybrid education plan that gives guaranteed benefits at the same time offers long-term growth potential to help parents maximize their savings for their children’s college education.

 

Adept in innovation, Philam Life’s financial advisors, and agency leaders also work from the comforts of their own interactive mobile office called IMO - an app which they can use to plan their business, recruit, monitor and manage sales activity. Another innovation, IPoS, is the interactive point of sale system, first, iPad-based paperless application that aids financial advisors to do financial needs analysis, present product options, receive applications and pay in one sitting.

 

Recently launched is GENESIS by Philam Life, a modern facility for financial advisors that offers an end-to-end training and development program that fast-tracks the journey of Philam Life financial advisors to becoming premier agency leaders and elite members of the global Million Dollar Round Table club.

 

“We are able to accomplish all these because we have the capacity and resources to make our plans a reality. This superior financial strength has allowed us to make significant investments into expanding our distribution channels, growing our roster of financial advisors, and setting new industry standards and will make it possible for us to continue to create more positive changes in the years to come,’’ said Cantos.

 

So if you want to excel as a premier Financial Advisor contact Philam Life.