Job Description
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
