Agency Recruitment & Licensing Associate (Project Based)

Sun Life Financial, Inc.; Philippines; On-site; PHP 279,000 - 424,000; Part time

Job summary

Sun Life Financial, Inc. in the Philippines is seeking an Agency Recruitment & Licensing Associate (Project Based) to support license applications and documentation.

The role handles licensing processes for Trad and VUL, coordinates with Channel Management, and ensures compliance before coding. This position requires administrative and customer service experience within the insurance industry.

Qualifications

• Graduate of any four-year business course.
• Experience in licensing function from the insurance industry; administrative, customer service experience.

Responsibilities

• Facilitates license applications of recruits.
• Ensures completeness of documents submitted.
• Routes ACM to Channel Management for approval.
• Processes license applications (Trad and VUL) and submits these to the Insurance Commission.
• Provides feedback to the manager-recruiters on status of their recruits.
• Ensures all documents are complete including signed Agent's Agreement prior to coding.
• Endorses recruit files for coding; advises NBO concerned.

Skills

Computer literacy

Licensing regulations knowledge

Administrative experience

Customer service experience

Education

Graduate of any four-year business course

Tools

Lotus Notes

Windows OS

Job description

Agency Recruitment & Licensing Associate (Project Based)

Agency Recruitment & Licensing Associate (Project Based)

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

• Facilitates license applications of recruits.
• Ensures completeness of documents submitted.
• Routes ACM to Channel Management for approval.
• Processes license applications (Trad and VUL) and submits these to the Insurance Commission.
• Provides feedback to the manager-recruiters on status of their recruits.
• Ensures all documents are complete including signed Agent's Agreement prior to coding.
• Endorses recruit files for coding; advises NBO concerned.

Skills and Knowledge Required:

• Computer literate - Lotus Notes, Windows programs.
• Knowledgeable in licensing regulations/ processes (IC).

Qualifications:

• Graduate of any four-year business course.
• Experience in licensing function from the insurance industry; administrative, customer service experience.

Job Category: Sales - Distribution Support

Posting End Date: 30/12/2026