Agency Recruitment & Licensing Associate (Project Based)

Sun Life; Taguig; On-site; PHP 279,000 - 502,000; Full time

Job summary

Sun Life Philippines is seeking a Licensing Support Specialist to streamline license applications for recruits, ensure document completeness, and route approvals to Channel Management. The role requires familiarity with licensing regulations and strong administrative and customer service experience.

The position focuses on processing Trad and VUL license applications, coordinating with recruiters, and ensuring all paperwork including the Agent’s Agreement is complete before coding.

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

Licensing processing

Administrative support

Customer service

Education

Four-year business degree

Tools

Lotus Notes

Windows programs

Job description

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