Analyst Sales Support

Empower; Taguig; On-site; PHP 420,000 - 660,000; Full time

Job summary

Empower is seeking an Analyst Sales Support to bolster our internal sales team and field partners in the Philippines. The role emphasizes case-level service, onboarding coordination, and cross-functional collaboration to ensure a seamless client experience.

Ideal candidates will have a bachelor’s degree in a related field, 2+ years in sales support, strong communication, and proficiency in Excel; Salesforce experience is a plus. Fluency in English is required.

Qualifications

• Bachelor’s degree or equivalent experience in business or related field.
• 2+ years in sales support or operations, preferably in financial services.
• Strong communication and customer-first attitude.
• Proficient with Microsoft Excel; Salesforce experience is a plus.
• Fluent English.

Responsibilities

• Serve as sales support for internal sales representatives throughout the sales process.
• Provide day-to-day case-level service, including pricing and quote support.
• Track opportunities using Salesforce and generate sales prospecting reports.
• Coordinate client, plan, and account onboarding and ensure documentation is complete.
• Collaborate with underwriting, implementation, operations, and other teams for smooth execution.
• Prepare pricing and product research to support sales opportunities.
• Coordinate new client onboarding processes and obtain required documentation and signatures.
• Participate in special projects related to internal sales campaigns.

Skills

Customer focus

Communication

Excel

CRM (Salesforce)

Multitasking

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Job description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Analyst Sales Support plays a vital role in empowering our internal sales team and field partners to drive business growth. This role combines business support and operational execution to ensure a seamless experience for our clients and internal partners. This role provides case-level support, plan client, plan, and account onboarding, and reporting, and will collaborate cross-functionally to support assigned products and solutions.

What you will do

• Serve as sales support for internal sales representatives, offering tactical support throughout the sales process.
• Provide day-to-day case-level service, including pricing and quote support, opportunity tracking using Salesforce, and sales prospecting report creation.
• Coordinate client, plan, and account onboarding and ensure documentation is complete and compliant.
• Partner closely with underwriting, implementation, operations, and other internal teams to ensure smooth execution of client and sales needs.
• Complete case assignments through processing proposals and paperwork, ensuring excellence in data management and communicating between internal departments using Salesforce and other applicable systems, and ownership of tasks.
• Produce pricing and product, plan, or account research to support sales opportunities.
• Partner with sales teams to initiate and complete applicable new client, plan, or account application and onboarding processes.
• Communicate directly with sales and internal partners to review and collect required documentation, ensuring information is complete and ready for implementation or onboarding.
• Facilitate communication between Implementation, Sales, and other internal partners to address any questions/changes to ensure new plans business is moving through the implementation process efficiently.
• Completion of Salesforce documentation with minimal errors.
• Partner with Sales to coordinate and obtain required documentation and electronic signatures to support completion of the sale.
• Participate in special projects related to internal sales campaigns.
• Develop and maintain working knowledge of assigned products, services, sales processes, pricing practices, and onboarding requirements.

What you will bring

• Bachelor’s degree or equivalent experience in business, sales support, or a related field.
• 2+ years of experience in a sales support, client service, or operations capacity—preferably in financial services, retirement, employee benefits, Consumer Driven Healthcare, or a related field.
• Strong communication skills with a customer-first attitude.
• Proficient in Microsoft Excel and CRM platforms (Salesforce experience a plus).
• Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
• Ability to learn and support multiple products, systems, processes, and operational requirements.
• Fluent English.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.