Wealth Portfolio Manager
REGAN FINANCIAL
- Makati, Philippines126 L.P. Leviste Street, Makati, Metro Manila, Philippines, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- 25.000,00 PHP - 75.000,00 PHP / monthPHP250007500025000MONTH
- Toàn thời gianFULL_TIME
Đã hết hạn 5 years ago
2019-05-27T16:00:00+00:00Miêu Tả Về Công Việc
- 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.
Trình độ tối thiểu
- 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
Đặc quyền và lợi ích
Flexitime
Performance Bonus
Medical / Health Insurance
Recruitment / Signing Bonus
Life Insurance
Khác
- 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
Kỹ năng cần thiết
- Relationship Management
- Presentation Skills
- Sales and Marketing Knowledge
- Financial Analysis
Tóm tắt công việc
- Trình Độ Công Việc
- Trình độ nhân viên cấp trung bình / cấp quản lý
- Ngành Nghề
- General Services
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Sometimes
- Địa chỉ văn phòng
- 126 L.P. Leviste Street, Makati, Metro Manila, Philippines
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Về 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-eamworkO-pen-mindedness
P-assion
N-urtured-Success
O-pportunity
T-rustworthiness
C-ommitment
H-ardwork