market development HeadSun Life Financial

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Job description (heading) / Description du poste (titre)
This role will be in charge of managing and growing the high net worth business, single pay business, and sales of select traditional insurance products. He or she will work closely with the agency force in offering financial solutions and providing service to high net worth clients and select market segments.
Preferred skills (heading) / Compétences particulières (titre)
Excellent communication skills
Conducts research on financial markets
Delivers market updates and provides financial advice to clients
Proficient in MS Excel and MS Powerpoint
Applies data analytics in developing sales strategies
Qualifications (heading) / Compétences (titre)
At least 5 years experience in selling financial instruments including life insurance through a distribution channel
Knowledgeable in life insurance, stocks, bonds, pooled funds, and other financial instruments
Responsibilities (heading) / Responsabilités (titre)
Contribute to the attainment of sales targets and other deliverables of the team.
Conduct market research, data analytics, and develop strategies to grow the high net worth business, single pay business, and select traditional insurance products that will help grow the company's bottomline.
Conduct portfolio reviews and provide portfolio rebalancing recommendations that allows clients to achieve financial goals within their risk taking ability.
Work with other departments to develop programs and services that will improve HNW business and client servicing.
Job Category: Business Development - Non Actuarial
Posting End Date:
Sun Life Financial

Manila City, Metro Manila Taguig City, Metro Manila
Permanent
Full-time