Agency Recruitment & Licensing Associate (Project Based)

Sun Life Financial; Taguig; On-site; PHP 391,000 - 614,000; Full time

Job summary

Sun Life Financial in Taguig is seeking an Agency Recruitment & Licensing Associate on a project basis to streamline licensing processes for recruits. The role entails ensuring document completeness, routing approvals, and handling license applications with regulatory bodies.

Strong admin skills and familiarity with licensing regulations are required. Ideal candidates will have a four-year business degree and prior licensing/insurance industry experience, with proficiency in Lotus Notes and

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 regulations knowledge

Administrative support

Computer literacy

Education

Four-year business course

Tools

Lotus Notes

Windows programs

Job description

## Agency Recruitment & Licensing Associate (Project Based)Apply: Taguig City, National Capital Region (Manila): Full time: Posted Today: JR00127716You 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**Shine together**At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.**Make life brighter**We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.**Shape the future**With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.