Wealth Portfolio Manager (Elite Advisor Development Program)

REGAN FINANCIAL

  • Makati, Philippines
    Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
  • 300,000.00 - 900,000.00 PHP / yearPHP300,000.00900,000.00300,000.00YEAR
  • Full time
Posted 3 months ago and deadline of application is on 29 Aug
Recruiter was hiring an hour ago

Wealth Portfolio Manager (Elite Advisor Development Program)

REGAN FINANCIAL

Job Description

Philamlife invested Php3 Billion pesos to find, train and build the next 5,000 Elite Agency Leader Force through the Elite Advisor Development Program and the Elite Leader Development Program.

Are YOU going to be part of this billion peso movement wherein you can call your success your own through building your own AGENCY FORCE within the next 5 years?

Yes you can! Our qualified applicants get the chance to go through our business orientation and company panel interview. Once you pass and get into the program, you are eligible for as much as Php 900,000 worth of financing on top of your commissions,monthly production bonuses, company promos and incentive trips in order to BUILD your own agency force within the next 5 years!

We have a rigorous road map for success!

Year 1 Financial Advisor (through EADP)

Year 2 Associate Unit Manager (through ELDP)

Year 3 Unit Manager

Year 4 Associate Agency Manager

Year 5 AGENCY MANAGER

In order to be qualified for this program, these are the following skills you need :

  • Analyze financial Information obtained from clients to determine strategies for meeting clients' financial objectives
  • Acquires newly solicited accounts of High-Net-Worth clients.
  • Promotes and markets all products and services of Philam Life.
  • Achieve personal income targets.
  • 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

Minimum Qualifications

  • Bachelor's Degree in Business Management, Marketing, Tourism, Sales, Accounting, Finance or other related fields would be preferred
  • At least 5 years of sales working experience in the Bank, Real Estate, Pharmaceutical Sales, BPO Industry and Tourism and Leisure
  • The personal commitment and relationship-building skills crucial to establishing long-term clients
  • Excellent communication, presentation, time management and organizational skills
  • Ability to listen to client needs and provide financial solutions
  • Strong people skills with an established network of personal and business contacts is necessary
  • People-oriented and tech savvy
  • Willing to build and have their OWN Agency Business within 5 years
  • Willing to be an AGENCY LEADER through the Elite Leader Development Program (if qualified)

Perks and Benefits

  • Flexitime Flexitime
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
Other

Travel /Trip Incentives

Newspaper publishing (for Award Qualifiers)

HMO

Required Skills

  • Relationship Management
  • Presentation Skills
  • Communication Skills
  • Needs Analysis
  • Product Positioning

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Often 
Office Address
Makati, Metro Manila, Philippines
Industry
Insurance
Vacancy
12 openings
Website
http://www.philamlife.com

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About REGAN FINANCIAL

REGAN Financial (Philam Life Investments & Insurance. An AIA Company.)

We are a Sales and Distribution Agency under the Phiippine American Life & General Insurance Company, the largest life insurance company in the Philippines and the market leader for over 60 years. Philam Life offers an extensive line of products in the industry that provides solutions to various financial needs including income protection, retirement, education, investment, health, personal accident, group life and credit life. Philam Life has the most extensive network of offices and sales agencies nationwide, marketing a wide range of financial services and investment instruments to people. Philam Life is part of the AIA Group Limited (AIA), the largest, independent listed pan-Asian life insurance group in the world.

REGAN VISION

We are the BREAKTHROUGH leading sales agency of Philamlife, an elite family of dynamic Premier Leaders and Advisors.

REGAN MISSION

We inspire Filipinos to start achieving their dreams with life-changing financial plans, all for God's glory.

REGAN CORE VALUES

To foster a culture that values:

T-eamwork
O-pen-mindedness
P-assion
N-urtured-Success
O-pportunity
T-rustworthiness
C-ommitment
H-ardwork

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