Makati City Jobs Investment Training Manager (agency) Position at Sun Life Grepa Financial, Inc. (Official Page)

Image Sun Life Grepa Financial, Inc. (Official Page)
  • Job vacancies posted on: 9 months ago


We are hiring! To candidates with Not Specified which prioritizing honesty and discipline and experienced in the field of Education/Training & Training & Dev., we Sun Life Grepa Financial, Inc. (Official Page), are looking for candidates who are interested to join us and fill the position as investment training manager (agency) and dedicated to work in full time which domiciled in Makati City and surrounding areas.

We offer a competitive monthly base salary from ₱16,000 - ₱38,000.

Due to prioritize professionalism in the work environment, the salary can be adjusted upon compromise with our company's HRD according to the capabilities of the candidate.

Job Info

Company Sun Life Grepa Financial, Inc. (Official Page)
Position Investment Training Manager (agency)
Region Makati City
Career Level Assistant Manager/Manager
Work Experience 5 years
Qualification Not Specified
Type of Work Full-Time
Minimum Salary PHP 16.000
Maximum Salary PHP 38.000


Conducts timely and relevant investment related programs for advisors and leaders to ensure that they acquire the needed competencies in positioning our variable products vis-à-vis other financial products thus contributing to the increase in variable sales. 


  • Conducts variable product briefing and positioning as well as investment related training programs for advisors to strengthen their selling competency in selling variable products.
  • Collaborates with other business units (e.g. Bancca, marketing, investment) and conducts market research to gather relevant updates for VUL positioning, performance and communicates the same to the agency force.
  • Partners with advisors and or leaders in conducting corporate account presentations for possible retirement or investment account.
  • Provides reinforcement in the conduct of other training programs for advisors and leaders.


Minimum Qualifications: 

  • Bachelors Degree any of the following courses : Finance, Investment, Marketing 
  • Computer Literate  
  • Good communication skills 

Minimum Experience

  • At least five years’ work experience preferably in the life insurance industry or at least in the financial services industry   
  • Has earned finance related certifications (e.g. RFP, RFC) 
  • Has training and facilitation skill 
  • Has sales exposure 
  • Good negotiation skill 

Office/Company Address

Country Philippines
Region National Capital Region
City Makati City
Map Google Map


  • Outstanding Career Growth & development opportunities
  • Competitive salary & work benefit package
  • Passionate, energetic & innovative work culture

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Company Description

Sun Life GREPA Financial, Inc. (SLGFI) is a joint venture company born out of the cooperation between GPL Holdings, Inc. (a member of the Yuchengco Group of Companies) and Sun Life Financial Philippine Holding Company, Inc. (a member of the Sun Life Financial Group). A product of the union of distinct brands with their own strengths and global recognition,Sun Life GREPA is one of the pioneering life insurance companies in the country.

The Company traces its roots to Great Pacific Life Assurance Corporation (Grepalife), which was the flagship life insurance firm of YGC. Established in 1954, it has evolved to be one of the industry’s leaders, with its daring innovations that have now become industry standards. Grepalife was the first local insurance firm to pioneer life insurance installment payments and group credit, among others. It also introduced the salary savings/ salary deduction plan which allowed public servants and ordinary employees to pay for their policies. Carrying its original mandate to bring the benefits of life insurance to those who needed it most – the marginal income earner – Grepalife found greater ways to give more Filipinos access to life insurance. With the joint venture in 2011, Grepalife became Sun Life GREPA Financial, Inc.

Company Info

  • Industry: Insurance
  • Company Size: 201 - 500 Employees
  • Average Processing Time: 5 days
  • Benefits & Others: Dental, Miscellaneous allowance, Medical, Loans, Vision, Regular hours, Mondays - Fridays, Formal (e.g. Shirts + Ties)
This vacancy is suitable for those of you who live in the following areas: National Capital Region