Philam Life- Regina Financial Advisors
Philam Life- Regina Financial Advisors

Wealth Portfolio Manager  

Philam Life- Regina Financial Advisors

 
  • Makati, Philippines
    Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
  • 50.000,00 PHP - 200.000,00 PHP / month
    PHP
    50000
    200000
    50000
    MONTH
  • Toàn thời gianFULL_TIME

Đã hết hạn 4 years ago

2020-06-09T16:16:27.192699+00:00
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

  • FlexitimeFlexitime
  • Stock OptionsStock Options
  • Performance BonusPerformance Bonus
  • Medical / Health InsuranceMedical / Health Insurance
  • Life InsuranceLife 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
Trang web
http://www.philamlife.com/en/index.html

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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.

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