Branch Sales & Operations Support Specialist

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

Job summary

Sun Life Philippines is seeking an Administrative Support role to provide essential branch operations assistance. You will monitor branch performance, prepare standard production reports and support agency force for daily activities and inquiries.

You will handle documents and inventory, coordinate with various departments on NB requirements, and ensure timely dissemination of business updates and contest mechanics. Strong MS Office and communication skills are essential.

Qualifications

• College graduate, preferably marketing or communication arts.
• At least 1 year of work experience in a sales or financial services company.

Responsibilities

• Monitor branch performance and prepare daily and monthly reports to support territory and branch management.
• Assist the branch manager with activities and meetings, coordinating NB application requirements and advisories with underwriting and sales support groups.
• Handle incoming/outgoing documents and inventory, and conduct regular briefings on production results and promo mechanics.
• Brief advisors on Agency Sales Initiatives/Campaigns, Governance Guidelines and Operations to ensure compliant, efficient processes.
• Process Special Fund reimbursements and monitor branch office upkeep; communicate updates to advisors and related departments.

Skills

MS Office

Lotus Notes

Attention to Detail

Rapport Building

Integrity

Communication Skills

Education

College graduate, preferably marketing or communication arts

At least 1 year experience in sales or financial services

Tools

Lotus Notes

Job description

Sun Life Philippines is seeking an Administrative Support role to provide essential branch operations assistance. You will monitor branch performance, prepare standard production reports and support agency force for daily activities and inquiries.

You will handle documents and inventory, coordinate with various departments on NB requirements, and ensure timely dissemination of business updates and contest mechanics. Strong MS Office and communication skills are essential.