Jason Gutierrez, Cis, Cwm Email and Phone Number
An investment and insurance portfolio manager with more than 11 years of experience in the financial services industry and a consistent awardee for mutual fund and insurance sales.Sales, client and distribution management has been his core experience and have handled multiple partnerships in order to grow the products and services of the company that he works with.
Borderlink, Inc.
View- Website:
- borderlink.co.jp
- Employees:
- 433
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Assistant Language TeacherBorderlink, Inc.Nagoya, Aichi, Jp -
Independent Financial AdvisorRampver Financials Jan 2024 - Present -
Portfolio Management And Training ConsultantRampver Financials Oct 2022 - Jan 2024Philippines• Content creator for the official YouTube channel of the company.• Help with the design of training programs, compensation package, rewards system, partnership agreements for the distribution of both insurance and investment products.• Help with the guidelines on the recommended products depending on the market situation and needs of the client.• Designs tools and product bundling to increase efficiency and success of sales personnel and distributors.• Handles sales and… Show more • Content creator for the official YouTube channel of the company.• Help with the design of training programs, compensation package, rewards system, partnership agreements for the distribution of both insurance and investment products.• Help with the guidelines on the recommended products depending on the market situation and needs of the client.• Designs tools and product bundling to increase efficiency and success of sales personnel and distributors.• Handles sales and distribution of insurance and investment to both retail and institutional clients. Show less -
Portfolio ManagerRampver Financials Jan 2022 - Sep 2022PhilippinesContent creator for the official YouTube channel of the company.• Designed training programs, compensation package, rewards system, partnership agreements forthe distribution of both insurance and investment products.• Provided guidelines to all sales distribution channels on the recommended products depending onthe market situation and needs of the client.• Designed tools and product bundling to increase efficiency and success of sales personnel anddistributors.•… Show more Content creator for the official YouTube channel of the company.• Designed training programs, compensation package, rewards system, partnership agreements forthe distribution of both insurance and investment products.• Provided guidelines to all sales distribution channels on the recommended products depending onthe market situation and needs of the client.• Designed tools and product bundling to increase efficiency and success of sales personnel anddistributors.• Handled partnerships with principal providers to increase the products and services of thecompany.• Conducted wealth management and personal finance seminars to both retail and institutionalclients.• Handled sales and distribution of insurance and investment to both retail and institutional clients. Show less -
Manager, Strategic Business Lines UnitRampver Financials Jun 2017 - Jan 2022Philippines• Established the insurance unit of the company through the designing of operations and sales management flow.• Designed training programs, compensation package, rewards system, partnership agreements for the distribution of insurance products.• Designed tools and products bundling to increase efficiency and success of sales personnel and distributors.• Handled partnerships with principal providers to increase the products and services of the company.• Conducted wealth… Show more • Established the insurance unit of the company through the designing of operations and sales management flow.• Designed training programs, compensation package, rewards system, partnership agreements for the distribution of insurance products.• Designed tools and products bundling to increase efficiency and success of sales personnel and distributors.• Handled partnerships with principal providers to increase the products and services of the company.• Conducted wealth management and personal finance seminars to both retail and institutional clients.• Handled sales and distribution of insurance and investment to both retail and institutional clients. Show less -
Senior Business Development OfficerRampver Financials Dec 2013 - Jun 2017Philippines• Developed one of the pillars of distribution, the Independent Financial Advisors (IFA) Unit.• Acted as team leader for the new Business Development Officers under the IFA unit.• Designed training programs, rewards and recruitment system to boost sales of the existing andnew distribution channels.• Conducted wealth management and personal finance to both retail and institutional clients.• Handled sales and distribution of mutual fund investments to both retail and… Show more • Developed one of the pillars of distribution, the Independent Financial Advisors (IFA) Unit.• Acted as team leader for the new Business Development Officers under the IFA unit.• Designed training programs, rewards and recruitment system to boost sales of the existing andnew distribution channels.• Conducted wealth management and personal finance to both retail and institutional clients.• Handled sales and distribution of mutual fund investments to both retail and institutional clients. Show less -
Senior Business Development OfficerRampver Financials Aug 2011 - Dec 2013Makati, Philippines• Handled sales and distribution of mutual fund investments to both retail and institutional clients.• Conducted mutual fund seminars to both retail and institutional clients and sales distributionchannels.• Managed and developed existing and new distribution channels. -
Assistant Language TeacherBorderlink, Inc. May 2023 - PresentNagoya, Aichi, Japan -
PhotographerJason Gutierrez Photography Aug 2015 - PresentNagoya, Aichi, JapanEvents, Portrait and Pre-Nuptial Photography
Jason Gutierrez, Cis, Cwm Skills
Jason Gutierrez, Cis, Cwm Education Details
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B.S. International Business And Entrepreneurial Management
Frequently Asked Questions about Jason Gutierrez, Cis, Cwm
What company does Jason Gutierrez, Cis, Cwm work for?
Jason Gutierrez, Cis, Cwm works for Borderlink, Inc.
What is Jason Gutierrez, Cis, Cwm's role at the current company?
Jason Gutierrez, Cis, Cwm's current role is Assistant Language Teacher.
What schools did Jason Gutierrez, Cis, Cwm attend?
Jason Gutierrez, Cis, Cwm attended San Beda College.
What skills is Jason Gutierrez, Cis, Cwm known for?
Jason Gutierrez, Cis, Cwm has skills like Investments, Retirement Planning, Strategic Financial Planning, Asset Management, Mutual Funds, Business Development, Financial Services, Financial Advisory, Training, Portfolio Management, Financial Analysis, Banking.
Who are Jason Gutierrez, Cis, Cwm's colleagues?
Jason Gutierrez, Cis, Cwm's colleagues are Brian Amos, Narayan Rao Badi, Simon Vaughan, Alicia Morimoto, Michael Philip Cancino, Ivy Jewel Macaspac, Kainat Tariq.
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