Client-Facing Sales Support Specialist

Sun Life of Canada (Philippines), Inc.; Makati; On-site; PHP 391,000 - 614,000; Full time

Benefits offered by this job

Health and wellness programmes

Professional development opportunities

Career advancement pathways

Teamwork and collaboration

Job summary

Sun Life of Canada (Philippines), Inc. in Makati City is seeking a Sales Service Associate to join our sales operations team.

This full-time role provides essential client and sales administration support, acting as the bridge between the sales group and clients with accuracy and professionalism. The ideal candidate will handle scheduling, documentation, CRM updates, and timely client replies while preparing proposals and quotations.

Qualifications

• Experience in client-facing administrative or sales support roles.
• Strong organizational skills with ability to manage multiple tasks.
• Excellent written and verbal English; Filipino is a plus.

Responsibilities

• Provide administrative support to the sales team, including scheduling and coordination.
• Process sales documentation and client requests with accuracy.
• Maintain updated client databases and sales trackers.
• Serve as primary sales support contact for clients and inquiries.
• Prepare sales proposals, quotations, and client-facing documents.
• Coordinate with departments to ensure smooth onboarding and processing.
• Assist with data entry, filing, and record-keeping to maintain standards.
• Monitor deadlines and follow up on sales activities and requirements.
• Contribute to achieving sales targets through service excellence.

Skills

Client-facing communication

Organization & multitasking

English fluency

Problem-solving

CRM familiarity

Tools

CRM software

Microsoft Excel

Job description

Sun Life of Canada (Philippines), Inc. in Makati City is seeking a Sales Service Associate to join our sales operations team.

This full-time role provides essential client and sales administration support, acting as the bridge between the sales group and clients with accuracy and professionalism. The ideal candidate will handle scheduling, documentation, CRM updates, and timely client replies while preparing proposals and quotations.