Portfolio Manager

Philam Life- Regina Financial Advisors

  • Makati, Philippines
    Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Metro Manila
  • 45,000.00 - 120,000.00 PHP / monthPHP45,000.00120,000.0045,000.00MONTH
  • Full time
Posted 2 months ago and deadline of application is on 9 Jun
Recruiter was hiring 13 hours ago

Job Description

  • Proactively call prospective clients
  • Analyze client’s financial needs and provide appropriate financial solution
  • Handles client’s portfolio and create a customized financial plan
  • Strongly markets investment and insurance products

Successful applicants will undergo the Elite Advisor Development Fund (EADP) which will provide each manager the ff:

  • Fully equip on knowledge about the industry, products and sales process
  • Structured work week, business review and learning sessions to inculcate the discipline of proper activity management
  • Become a holistic financial planner

Minimum Qualifications

  • Fresh Graduates from Top Universities:
    • 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, interpersonal and presentation skills
  • Possess strong entrepreneurial inclination and interested in the financial service industry
  • Intense desire for performance-driven compensation

Perks and Benefits

  • Flexitime Flexitime
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus
  • Stock Options Stock Options

-Monthly Development Fund (25,000- 37, 500)

-Full Commision

-Production Bonuses

-Trip Incentives

Required Skills

  • Persuasion and Negotiation
  • Sales and Marketing Knowledge
  • Financial Analysis
  • Interpersonal Skills
  • Communication Skills
  • Selling
  • Closing Sales

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Makati, Metro Manila, Philippines
Financial Services
20 openings

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About 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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