Mutual Funds Specialist
2 weeks ago
Mutual Funds Specialist (Agency Channel) page is loaded
Mutual Funds Specialist (Agency Channel) Apply locations Taguig City, National Capital Region (Manila) time type Full time posted on Posted 30+ Days Ago job requisition id JRYou 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 ManagementPosting End Date:
13/08/2024Shine together
At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There's power in numbers. As part of Sun Life's growing team, you have an impact on people in your community and around the world.
Shape the future
With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.
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