Certified Investment Solicitors - CIS (Mutual Fund Representatives)Sun Life Financial - Evergreen NBO
Workplace: MetroManila, Manila, Pasig
Salary: Agreement
Work form: Full time
Posting Date: 09/11/2025
Deadline: 23/10/2020
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Conduct Mutual Fund Investment Presentations and
Solicit Mutual Fund Investments from Clients for Sun Life Asset Management Company, Inc.
Provide Clients with Current Market Outlook and Investment Information
Assist and provide Clients up to date investment status upon request.
Promote the Understanding of Investing through Mutual Funds among Filipinos.
Strong Inter-Personal Skills
Strong analytical and planning skills;
Good communication and presentation skills;
Excellent problem-solving skills;
Must have a Passion to understand the Investment and Market conditions
Willing and Ready to work on acquiring a Licence for Mutual Fund Representative
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Entry Level / Junior, Apprentice Sales and Marketing Financial Services 5 openings Bachelor's degree graduate
Sun Life of Canada Philippines, Inc. is the first and oldest insurance company in the Philippines since 1895. Currently celebrating its 125th year anniversary, Sun Life is still the No. 1 Life Insurance Company in the Philippines in terms of premium income as reported by the Insurance Commission.Our purpose as an organization is to help clients achieve lifetime financial security and live healthier lives.In doing so, we are committed to put our clients at the center of everything we do as we strive to be the best insurance and asset management companies in the world.Evergreen NBO is now on its 15th year in existence and has over 150 agency sales force. The branch's strength lies in its focus on training, and has since successfully produced several Million Dollar Round Table (MDRT), International Quality Awardees (IQA), Leaders' Conference, and Macaulay Club qualifiers.It's Management Team has distinguished themselves in qualifying in Sun Life's Management Elite group: Triple A awards, General Agency Management Association (GAMA) International: International Management Award (IMA) Platinum (for the branch) and GAMA Front-line Leader Award (FLA) (Unit Manager level).
Kalibrr
Solicit Mutual Fund Investments from Clients for Sun Life Asset Management Company, Inc.
Provide Clients with Current Market Outlook and Investment Information
Assist and provide Clients up to date investment status upon request.
Promote the Understanding of Investing through Mutual Funds among Filipinos.
Strong Inter-Personal Skills
Strong analytical and planning skills;
Good communication and presentation skills;
Excellent problem-solving skills;
Must have a Passion to understand the Investment and Market conditions
Willing and Ready to work on acquiring a Licence for Mutual Fund Representative
Work from Home
Retirement Benefit Plans
Medical / Health Insurance
Performance Bonus
Life Insurance
Flexitime
Entry Level / Junior, Apprentice Sales and Marketing Financial Services 5 openings Bachelor's degree graduate
Sun Life of Canada Philippines, Inc. is the first and oldest insurance company in the Philippines since 1895. Currently celebrating its 125th year anniversary, Sun Life is still the No. 1 Life Insurance Company in the Philippines in terms of premium income as reported by the Insurance Commission.Our purpose as an organization is to help clients achieve lifetime financial security and live healthier lives.In doing so, we are committed to put our clients at the center of everything we do as we strive to be the best insurance and asset management companies in the world.Evergreen NBO is now on its 15th year in existence and has over 150 agency sales force. The branch's strength lies in its focus on training, and has since successfully produced several Million Dollar Round Table (MDRT), International Quality Awardees (IQA), Leaders' Conference, and Macaulay Club qualifiers.It's Management Team has distinguished themselves in qualifying in Sun Life's Management Elite group: Triple A awards, General Agency Management Association (GAMA) International: International Management Award (IMA) Platinum (for the branch) and GAMA Front-line Leader Award (FLA) (Unit Manager level).
Kalibrr
Other Info
Pasig City, Metro Manila
Permanent
Full-time
Permanent
Full-time
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Sun Life Financial - Evergreen NBO
About the company
Position Certified Investment Solicitors - CIS (Mutual Fund Representatives) recruited by the company Sun Life Financial - Evergreen NBO at MetroManila, Manila, Pasig, Joboko automatically collects the salary of , finds more jobs on Certified Investment Solicitors - CIS (Mutual Fund Representatives) or Sun Life Financial - Evergreen NBO company in the links above
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