Investment Training Officer (Jr. Partnership Engagement Officer)
Sun Life Grepa Financial, Inc.
Are you an exceptional talent who wants to realize your purpose? Join our team! We pride ourselves in having a people-first, highly collaborative and supportive culture!
Our work is more than just a paycheck – we make a difference in the lives of Filipinos by helping them achieve financial security and live healthier lives. This is our PURPOSE. You will have meaningful and impactful work, while also enjoying a supportive and energizing work environment.
Join us and experience the following:
- Competitive monthly salary guaranteed 14 months
- Comprehensive life insurance and health coverage for you and your dependents
- Comprehensive wellness programs that support your physical, financial, mental and emotional health
- Flexible work schedule and hybrid work set up for non-sales roles
- Generous vacation leave policy that allows you to recharge and return to work refreshed and celebrate your special moments
- Access to various learning and development opportunities
Key Responsibilities
- Manage partnership engagement sessions for bank partners and clients
- Create new investment training programs for bank sales teams and partners
- Conduct BEST Program and investment training for sales teams and bank partners
- Answer investment and VUL questions from sales teams and bank partners
- Work with other departments and vendors to support training initiatives
- Partner with sales leaders to improve sales and client engagement
- Maintain training records and documentation for operational efficiency
- Support other training and departmental functions as needed
Job Specification:
- College graduate with any degree
- With at least 2-3 years experience in Training
- Basic knowledge in Investment products
- Additional credits/accreditation in the field of finance/investment is an advantage
- Advantage if have Acquired efficiency and effectiveness in sales or training and other functions from experience with 3-4 financial institutions
- Preferably with sales experience but not required
Vacancy posted a month ago
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