Investment Training Manager (Agency)

JOB DEscriptION:

Conducts timely and relevant investment related programs for advisors and leaders to ensure that they acquire the needed competencies in positioning our variable products vis-à-vis other financial products thus contributing to the increase in variable sales. 

SCOPE AND RESPONSIBILITIES 

Conducts variable product briefing and positioning as well as investment related training programs for advisors to strengthen their selling competency in selling variable products.Collaborates with other business units (e.g. Bancca, marketing, investment) and conducts market research to gather relevant updates for VUL positioning, performance and communicates the same to the agency force.Partners with advisors and or leaders in conducting corporate account presentations for possible retirement or investment account.Provides reinforcement in the conduct of other training programs for advisors and leaders.

JOB QUALIFICATIONS:

Minimum Qualifications: 

Bachelors Degree any of the following courses : Finance, Investment, Marketing Computer Literate  Good communication skills 

Minimum Experience: 

At least five years’ work experience preferably in the life insurance industry or at least in the financial services industry   Has earned finance related certifications (e.g. RFP, RFC) Has training and facilitation skill Has sales exposure Good negotiation skill

Sun Life GREPA Financial, Inc. (SLGFI) is a joint venture company born out of the cooperation between GPL Holdings, Inc. (a member of the Yuchengco Group of Companies) and Sun Life Financial Philippine Holding Company, Inc. (a member of the Sun Life Financial Group). A product of the union of distinct brands with their own strengths and global recognition, Sun Life GREPA is one of the pioneering life insurance companies in the country.The Company traces its roots to Great Pacific Life Assurance Corporation (Grepalife), which was the flagship life insurance firm of YGC. Established in 1954, it has evolved to be one of the industry’s leaders, with its daring innovations that have now become industry standards. Grepalife was the first local insurance firm to pioneer life insurance installment payments and group credit, among others. It also introduced the salary savings/ salary deduction plan which allowed public servants and ordinary employees to pay for their policies. Carrying its original mandate to bring the benefits of life insurance to those who needed it most – the marginal income earner – Grepalife found greater ways to give more Filipinos access to life insurance. With the joint venture in 2011, Grepalife became Sun Life GREPA Financial, Inc.