Affluent Client Marketing Strategist

Sun Life Financial; Philippines; On-site; PHP 446,000 - 893,000; Full time

Job summary

Sun Life is seeking a Client Segment Marketing Specialist to join our Marketing team in the Philippines. You will drive engagement and conversion initiatives targeting affluent and High Net Worth clients, developing and executing targeted communications and sales tools to support distribution channels.

With a bachelor's degree in business and 3-5 years in financial services marketing or sales, you will manage client events, nurture leads, and monitor campaign results.

Qualifications

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

Responsibilities

• Develop and execute monthly client resell and nurturing communications to affluent clients and distribution channels.
• Promote Sales Distribution Channel tools to increase consideration via e-direct mails, SMS, and advisor spiels.
• Plan and implement client engagements and events to create networking and selling opportunities.
• Manage client leads nurturing activities to deepen relationships.
• Track and report results to measure initiative effectiveness.

Skills

Excellent communication

MS Office

Project management

Organization

Interpersonal skills

Education

Bachelor's degree in business

Tools

Adobe knowledge

Job description

Sun Life is seeking a Client Segment Marketing Specialist to join our Marketing team in the Philippines. You will drive engagement and conversion initiatives targeting affluent and High Net Worth clients, developing and executing targeted communications and sales tools to support distribution channels.

With a bachelor's degree in business and 3-5 years in financial services marketing or sales, you will manage client events, nurture leads, and monitor campaign results.