Advisor Engagement & Campaign Specialist

Sun Life Financial; Hinoba-an; On-site; PHP 400,000 - 600,000; Full time

Benefits offered by this job

Not specified

Job summary

Sun Life Financial is seeking a results-focused Campaign & Programs Coordinator to support advisor engagement and sales performance. You will execute campaigns end-to-end, coordinate with Agency Distribution, field teams, Marketing, Analytics and Compliance, and help ensure timely, compliant delivery.

You bring a bachelor’s degree and at least two years of experience in marketing, events, or financial services, plus strong Excel, PowerPoint and Canva skills.

Qualifications

• Bachelor's degree in Marketing, Business Administration, Communications, Sales, or related field.
• At least 2 years of relevant experience in insurance, financial services, sales, marketing, agency engagement, or event management.
• Experience in campaign or program execution and coordinating multiple stakeholders.
• Strong proficiency in Excel and PowerPoint.
• Proficiency in Canva or similar design tools.
• Strong organizational and project management skills with attention to detail.
• Comfortable working with data, reports, and performance trackers.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and tight timelines.

Responsibilities

• Campaign & Program Execution: execute end-to-end advisor campaigns and engagement programs, including initiatives, recognition programs, and sales-driving campaigns.
• Data & Performance Monitoring: track campaign participation and production data, produce reports and dashboards.
• Events & Advisor Engagement: coordinate logistics of sales events, advisor sessions, recognition activities, and campaign-related events.
• Stakeholder & Communications Management: coordinate with multiple teams to ensure alignment and compliant communications.

Skills

Communication

Organization

Project management

Data interpretation

Education

Bachelor's degree in Marketing, Business Administration, Communications, Sales, or a related field

Tools

Microsoft Excel

PowerPoint

Canva

Job description

Sun Life Financial is seeking a results-focused Campaign & Programs Coordinator to support advisor engagement and sales performance. You will execute campaigns end-to-end, coordinate with Agency Distribution, field teams, Marketing, Analytics and Compliance, and help ensure timely, compliant delivery.

You bring a bachelor’s degree and at least two years of experience in marketing, events, or financial services, plus strong Excel, PowerPoint and Canva skills.