Analyst, Distribution Analytics

Sun Life; Taguig; On-site; PHP 334,800 - 502,200; Full time

Job summary

Sun Life seeks an individual in the Philippines to handle production data analysis, ensuring accurate reporting for management and advisors. You'll be responsible for generating insights that support sales trends and enhance operational efficiency.

The role demands strong Excel skills, attention to detail, and the ability to engage with various stakeholders effectively. Interested candidates should apply by 30/08/2026.

Qualifications

• Good communication, problem solving, analytical, and organizational skills.
• Ability to explain production data clearly to non-technical audiences.
• Strong attention to detail and discipline to manage multiple deadlines.

Responsibilities

• Generate results for Distribution campaigns and ensure clear contest mechanics.
• Prepare and distribute production reports for sales progress and campaign performance.
• Act as liaison between Distribution and IT on system enhancements and fixes.
• Address production-related inquiries from the agency force and internal stakeholders.

Skills

Proficient in Excel

Ability to work across multiple data sources and databases

Familiarity with Tableau or similar business intelligence tools

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

Job Description

• This position is responsible for the generation and analysis of accurate production data for use by management and the agency force ‑ to determine sales trends and directions, maintain advisors’ production and achievement records, and monitor advisor performance relative to ongoing sales campaigns. It also handles coordination with IT on system enhancements and serves as a key data resource for both internal stakeholders and the field.

Preferred Skills

• Proficient in Excel
• Ability to work across multiple data sources and databases
• Familiarity with Tableau or similar business intelligence tools is an advantage

Qualifications

• Good communication, problem solving, analytical, and organizational skills
• Ability to explain production data clearly to non-technical audiences, including advisors and agency management
• Strong attention to detail with the discipline to manage multiple deadlines under time pressure
• Comfortable working with stakeholders at various levels of the organization
• Must have a good working knowledge of Life Insurance and consolidated reporting

Responsibilities

• Generate results for Distribution campaigns. Review contest mechanics and provide feedback to ensure requirements are clear, complete, and consistent. Confirm all contest conditions have been properly applied, verify data accuracy, and secure the necessary signoffs.
• Prepare and distribute production reports covering sales progress, campaign performance, and advisor activity. Generate insights that help management identify trends, understand variances, and spot opportunities. Summarize key findings in formats useful for both operational and strategic discussions.
• Act as liaison between Distribution and IT on system enhancements and fixes. Identify opportunities to automate recurring reports and manual processes and lead the request for those improvements. Conduct periodic reviews of current reporting standards to keep them efficient and fit for purpose.
• Address production‑related inquiries from the agency force and internal stakeholders. Orient advisors and agency management on how production data is generated, clarify report methodology, and walk them through contest mechanics when questions come up.

Job Category

Channel Management

Posting End Date

30/08/2026