Affluent Client Marketing & Engagement Specialist

Sunlife Solar; Taguig; On-site; PHP 600,000 - 800,000; Full time

Job summary

Sun Life is seeking a Client Segment Marketing Specialist to join the Marketing team and drive client engagement and conversion initiatives targeting affluent and High Net Worth clients. The role involves developing communications, creating sales tools, and organizing client events to build relationships and nurture leads.

Ideal candidates have a Bachelor's degree in business and 3–5 years of marketing or sales experience in financial services, with strong communication and project management

Qualifications

• Bachelor's degree in a business-related field.
• 3–5 years of marketing or sales experience in financial services.
• Experience working with affluent market.

Responsibilities

• Develop and execute monthly client resell and nurturing communications to targeted affluent clients and Distribution channels that aims to convert Upper Affluent clients to High Net Worth clients.
• Develop and promote utilization of Sales Distribution Channel tools that will aid to increase affluent clients consideration and interest via various platforms and activities such as e-direct mails, SMS messages, and advisor spiels
• Develop and implement client engagements and events that will open networking and selling opportunities with affluent and High Net Worth clients
• Implement client and leads nurturing activities that aid to deepen client relationships
• Capture and monitor each activity's results to measure effectiveness of initiatives

Skills

Excellent communication

Strong project management

Interpersonal skills

Analytical skills

Organizational skills

Education

Bachelor's degree in business

Tools

Microsoft Office Suite

Adobe

Job description

Sun Life is seeking a Client Segment Marketing Specialist to join the Marketing team and drive client engagement and conversion initiatives targeting affluent and High Net Worth clients. The role involves developing communications, creating sales tools, and organizing client events to build relationships and nurture leads.

Ideal candidates have a Bachelor's degree in business and 3–5 years of marketing or sales experience in financial services, with strong communication and project management