Wealth Portfolio Manager | Full Time
Philippine American Life Insurance Co.- Mortel Associates
- Makati, PhilippinesUnit 403 Cityland 10 Tower 1 Dela Costa St. Salcedo Village, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Expired 5 years ago
2019-08-08T16:00:00+00:00Job closed.
Job Description
Philam Life, the number 1 life insurance company in the country, aims to promote longer, better and healthier lives among Filipino families. To succeed in this mission the company is hiring individuals with proven track records in management and sales to be part of the company and act as Wealth Portfolio Managers. The goal of a Portfolio Managers is to educate Filipinos on prudent ways to manage finances and increase awareness on how to live healthier. Qualified and accepted candidates are to:
- Conduct risk profile assessments and financial health checks on prospective client
- Create a comprehensive financial road map for clients based on client-centric objectives
- Recommend financial solutions suitable for prospects based on advisor assessment and client preference
- Execute and implement vital financial solutions to bridge portfolio gaps focusing capital growth and risk mitigation
- Actively acquire new clients by tapping on existing personal and business networks while maintaining a strong relationship with current client base
Minimum Qualifications
- Bachelors’ Degree from business and/or management-related courses
- Self-motivated and entrepreneurial
- Superb communication skills in Filipino and/OR English
- 2 years’ experience in the following preferred fields is a plus:
- Banking and Finance
- Pharmaceutical Sales
- BPO
- Hospitality Management
- Personal commitment to create and maintain client relationships
- Noteworthy credit rating is a must
Perks and Benefits
Flexitime
Work from Home
Medical / Health Insurance
Employee Discounts
Gym Membership
Recruitment / Signing Bonus
Stock Options
Required Skills
- Business Correspondence
- Performance Management and Coaching
- Persuasion and Negotiation
- Customer Service
- Problem Solving
- Critical Thinking
- Communication Skills
Preferred Courses
- Nursing
- Hotel, Restaurant & Institution Management [Hospitality Management Track]
- Accountancy [Internal Audit]
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- Unit 403 Cityland 10 Tower 1 Dela Costa St. Salcedo Village
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About Philippine American Life Insurance Co.- Mortel Associates
Mortel Associates is a distributor of Philam life that has a mission of creating a better life for every Filipino. We provide sound financial advice with the main goal of protecting breadwinners and creating a brighter future for all thru products and services that we offer.
The agency is one of the leading distributors of products offered by Philam ending the calendar year 2018 at TOP 10% in a sea of more than 200 agencies and brokers. This is made possible by the concerted effort ofmore than 100 advisors that are part of this growing orgaization.
We are proud to be exclusively affiliated with Philam Life, one of the countries biggest asset management companies.
Philam life is a company that pursues excellence and this can be attested by finishing 2018 number one in the industry in assets and in net income based on report of Insurance Commission. Such feat on the two metrics give us utmost confidence that we will be able to deliver our promises and commitments to our stakeholders most especially our clients.
Philam exemplifies professionalism and have been voted as one of the Most Trusted Brands by Reader's Digest.
Come and be part of Philam life and Mortel Associates.