Jason Gutierrez, Cis, Cwm

Jason Gutierrez, Cis, Cwm Email and Phone Number

Assistant Language Teacher @ Borderlink, Inc.
Nagoya, Aichi, JP
Jason Gutierrez, Cis, Cwm's Location
Nagoya, Aichi, Japan, Japan
About Jason Gutierrez, Cis, Cwm

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.

Jason Gutierrez, Cis, Cwm's Current Company Details
Borderlink, Inc.

Borderlink, Inc.

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Assistant Language Teacher
Nagoya, Aichi, JP
Website:
borderlink.co.jp
Employees:
433
Jason Gutierrez, Cis, Cwm Work Experience Details
  • Borderlink, Inc.
    Assistant Language Teacher
    Borderlink, Inc.
    Nagoya, Aichi, Jp
  • Rampver Financials
    Independent Financial Advisor
    Rampver Financials Jan 2024 - Present
  • Rampver Financials
    Portfolio Management And Training Consultant
    Rampver Financials Oct 2022 - Jan 2024
    Philippines
    • 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
  • Rampver Financials
    Portfolio Manager
    Rampver Financials Jan 2022 - Sep 2022
    Philippines
    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.•… 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
  • Rampver Financials
    Manager, Strategic Business Lines Unit
    Rampver Financials Jun 2017 - Jan 2022
    Philippines
    • 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
  • Rampver Financials
    Senior Business Development Officer
    Rampver Financials Dec 2013 - Jun 2017
    Philippines
    • 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
  • Rampver Financials
    Senior Business Development Officer
    Rampver Financials Aug 2011 - Dec 2013
    Makati, 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.
  • Borderlink, Inc.
    Assistant Language Teacher
    Borderlink, Inc. May 2023 - Present
    Nagoya, Aichi, Japan
  • Jason Gutierrez Photography
    Photographer
    Jason Gutierrez Photography Aug 2015 - Present
    Nagoya, Aichi, Japan
    Events, Portrait and Pre-Nuptial Photography

Jason Gutierrez, Cis, Cwm Skills

Investments Retirement Planning Strategic Financial Planning Asset Management Mutual Funds Business Development Financial Services Financial Advisory Training Portfolio Management Financial Analysis Banking Retail Banking Strategic Planning Employee Benefits

Jason Gutierrez, Cis, Cwm Education Details

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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