Wealth Portfolio Manager
Philam Life- Regina Financial Advisors
- Makati, PhilippinesMakati, Metro Manila, Philippines, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- 50.000,00 PHP - 200.000,00 PHP / monthPHP5000020000050000MONTH
- Toàn thời gianFULL_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
- Analyze financial needs and renders financial solutions based on client’s priorities
- Does sales presentations and prospecting to clients
- Proactively markets investment and insurance solutions
- Curate a financial plan aiming client’s financial goals and expectations
- Provide financial updates to ensure client’s financial goals are attainable
Successful applicants will undergo the Elite Advisor Development Program (EADP) which will provide each manager the ff:
- Development program to be an excellent financial consultant
- Comprehensive structured training
- Probable solutions to real-life financial situations
Trình độ tối thiểu
- College Graduates from the following schools:
- University of the Philippines (UP)
- Ateneo de Manila University (ADMU)
- De La Salle University (DLSU)
- University of Santo Tomas (UST)
- Enderun Colleges
- University of Asia & Pacific (UA&P)
- 1 year working experience in the following industries:
- Banking / Bancassurance
- Business Process Outsourcing (BPO)
- Medical / Pharmaceutical
- Fast Moving Consumer Goods
- Telecommunications
- Information Technology (IT)
- Hospitality / Travel & Tourism
- Academe / Education
- Premium Sales
- Select Government Agencies
- Excellent communication and presentation skills
- People oriented
- Passionate in helping others
- Possess strong entrepreneurial inclination and interested in financial service industry
- Intense desire for performance driven compensation
Đặc quyền và lợi ích
- Flexitime
- Stock Options
- Performance Bonus
- Medical / Health Insurance
- Life Insurance
Khác
- Monthly Development Fund (50,000-75,000)
-Full Commission
-Production Bonuses
-Trip Incentive
Kỹ năng cần thiết
- Persuasion and Negotiation
- Sales and Marketing Knowledge
- Financial Analysis
- Interpersonal Skills
- Communication Skills
- Selling
- Closing Sales
Tóm tắt công việc
- Trình Độ Công Việc
- Phó Giám Sát/Giám Sát
- Ngành Nghề
- Sales and Marketing
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Always
- Địa chỉ văn phòng
- Makati, Metro Manila, Philippines
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 20 vị trí tuyển dụng mới
Về Philam Life- Regina Financial Advisors
ABOUT PHILAM LIFE
Our expertise has allowed us to help millions of people achieve their goals, and to be there for them in times of need.
At Philam Life, we know that life never stops changing and that people need a partner who understands and supports them through life’s challenges and opportunities.
This is why we are committed to genuinely engage with our customers through meaningful dialogue. By talking to them, we know that we can better provide them with the right solutions and the right plans that turn struggles into successes, fears into peace in mind and dreams into reality.
We at Philam Life are proud to be part of AIA, the largest independent publicly listed pan-Asian life insurance group. Together, we endeavor to help each and every customer live healthier, longer and better lives.
OUR VISION: We are the undisputed leader in life insurance and wealth management.
OUR MISSION: A Philam Life policy for every Filipino family.
We empower Filipinos to achieve financial security and prosperity.