REGAN FINANCIAL
REGAN FINANCIAL

Wealth Portfolio Manager  

REGAN FINANCIAL

  • Makati, Philippines
    126 L.P. Leviste Street, Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
  • ₱25,000.00 - ₱75,000.00 / month
    PHP
    25000
    75000
    25000
    MONTH
  • Full timeFULL_TIME

Expired 5 years ago

2019-05-27T16:00:00+00:00
Job closed.

Job Description

  • 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

Perks and Benefits

  • FlexitimeFlexitime
  • Performance BonusPerformance Bonus
  • Medical / Health InsuranceMedical / Health Insurance
  • Recruitment / Signing BonusRecruitment / Signing Bonus
  • Life InsuranceLife Insurance

Other

  • Development Fund (salary)
  • Full Commission
  • Premier Production Bonus(Quarterly Bonus)
  • Quality Business Bonus
  • Trip Incentives (USA/EUROPE/ASIA)
  • Million Dollar Round Table Membership Incentive
  • Company Promos/ Campaigns
  • Target Achievement Bonus

Required Skills

  • Relationship Management
  • Presentation Skills
  • Sales and Marketing Knowledge
  • Financial Analysis

Jobs Summary

Job Level
Mid-Senior Level / Manager
Job Category
General Services
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Sometimes
Office Address
126 L.P. Leviste Street, Makati, Metro Manila, Philippines
Industry
Insurance
Vacancy
5 openings
Website
http://www.philamlife.com

Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.

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

People also applied to

  1. Home

Other Recommended Jobs

Apply jobs in

Job Categories:

Related to your search: