As an Events Director of my own company OUINE’S EVENTS MANAGEMENT and blogger (SPOTLIGHT PHILIPPINES) these career path provides me the freedom to work at my own time and meet new and interesting people. However, of course, having such “jobs” also brings up some financial challenges.
Aside from that slight concern, as a person I need to learn more about leadership, customer service, and marketing. Books and the internet may give us a lot of this info in an instant, but having real professionals sharing their experience through a different channel seems quite enticing.
Last October 20, 2016, in Makati City. Philam Life, one of the country’s leading insurance company provided a great way to have financial security while at the same time provide intellectual and social growth – by making one a FINANCIAL ADVISOR.
Before one gets into the muck of things, one must familiarize with the company that is presented. To those who are not familiar with Philam Life, this company is acknowledged as one of the enduring pillars of the Philippine life insurance industry. Not to mention that Philam Life is a member of AIA Group Limited, the largest independent publicly listed pan-Asian life insurance group.
AIA Group Limited and its subsidiaries (collectively “AIA” or the “Group”) comprise the largest independent publicly listed pan-Asian life insurance group. It has a presence in 18 markets in Asia-Pacific – wholly-owned branches and subsidiaries in Hong Kong, Thailand, Singapore, Malaysia, China, Korea, the Philippines, Australia, Indonesia, Taiwan, Vietnam, New Zealand, Macau, Brunei, a 97 per cent subsidiary in Sri Lanka, a 49 per cent joint venture in India and representative offices in Myanmar and Cambodia.
Established on 21 June 1947, Philam Life has earned the trust of customers for its financial strength, strong brand name, and ability to deliver on its promises.
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.
The business that is now AIA was first established in Shanghai almost a century ago. It is a market leader in the Asia-Pacific region (ex-Japan) based on life insurance premiums and holds leading positions across the majority of its markets. It had total assets of US$181 billion as of 31 May 2016.
As of December 31, 2015 – Philam Life has PHP236.4 billion in total assets 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 offesr 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.
BETTER CAREER OPTIONS
What makes a Financial Advisor an enticing career option? Let us count the ways.
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 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.
To complement its awareness efforts on financial literacy, Philam Life is beefing up its recruitment campaign to find and develop more champions of life insurance who will bring financial solutions closer to its customers.
“The career of a financial advisor has become an attractive career option because it allows the person to do good while doing well. Work-life balance is not just about time, but also having a meaningful balance between achieving one’s ambition and at the same time making a positive difference to other people’s lives.”
“It’s about seeing the world on their own terms, spending time with friends, or pursuing their passion while being able to help their families because they earn more than enough,” he added.
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.
‘’Our 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. ’’ the Philam Life chief said.