mutual funds specialist ( Agency channel)Sun 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
The Channel Manager will help grow the Mutual Fund business of SLAMCI's Agency Sales Distribution Channel by developing an assigned distribution area of Financial Advisors. This includes creating sales plans, analysing data, and implementing sales strategies to achieve agreed targets. The role also includes direct selling to clients, through joint field work activities with Financial Advisors.
Preferred skills
Good oral and written communication skill
Good presentation skills
Building client relationships
Handling challenging internal (agents) and external (investors) clients
Building people's capabilities
Basic MS Office applications (Powerpoint, Excel, Word)
Qualifications
College education * At least with 2 years work experience in Sales, with direct customer exposure
Licensed to sell Mutual Funds (Certified Investment Solicitor) is a plus
Knowledge and understanding of Mutual funds and other investment instruments available at the very least in the local market
Knowledge and understanding of basic sales techniques and tools and how to apply them appropriately
Ability to offer solutions to problems or challenges encountered
Responsibilities
Manages the assigned distribution area to ensure the attainment of Mutual Fund targets mainly, but not limited to: Generating sales and minimizing redemptions, creating and executing sales strategies, upskilling Financial Advisors by conducting training, mentoring, and coaching, ensuring high participation, validation of advisors, and growing manpower, maintaining healthy advisor and client relationships, assisting in transactional concerns when necessary
Job Category: Channel Management
Posting End Date: 14/02/2024
Sun Life Financial

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