Client Segment Marketing Specialist

Sun Life Financial; Philippines; On-site; PHP 446,000 - 893,000; Full time

Job summary

Sun Life is seeking a Client Segment Marketing Specialist to join our Marketing team in the Philippines. You will drive engagement and conversion initiatives targeting affluent and High Net Worth clients, developing and executing targeted communications and sales tools to support distribution channels.

With a bachelor's degree in business and 3-5 years in financial services marketing or sales, you will manage client events, nurture leads, and monitor campaign results.

Qualifications

• Bachelor's degree in a business-related field.
• 3-5 years of marketing or sales experience in financial services.
• Experience with affluent market is preferred.

Responsibilities

• Develop and execute monthly client resell and nurturing communications to affluent clients and distribution channels.
• Promote Sales Distribution Channel tools to increase consideration via e-direct mails, SMS, and advisor spiels.
• Plan and implement client engagements and events to create networking and selling opportunities.
• Manage client leads nurturing activities to deepen relationships.
• Track and report results to measure initiative effectiveness.

Skills

Excellent communication

MS Office

Project management

Organization

Interpersonal skills

Education

Bachelor's degree in business

Tools

Adobe knowledge

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. 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

We are seeking a Client Segment Marketing Specialist to join our Marketing team and drive client engagement and conversion initiatives targeting affluent and High Net Worth clients. In this role, you will develop and execute targeted communications, create innovative sales tools/materials to drive distribution channel activities, and orchestrate client events that build relationships and generate and nurture leads.

You will need a Bachelor's degree in business, 3-5 years of marketing or sales experience in financial services, excellent communication skills, and strong project management capabilities.

Preferred skills

• Excellent communication skills (both written and oral)
• Knowledgeable about Microsoft Office Suite (Adobe knowledge is a plus)
• Strong project management skills
• Good organization and analytical skills
• Interpersonal skills

Qualifications

• Bachelor's degree in a business-related course
• At least 3-5 years of experience in Marketing or Sales
• Solid experience in the financial services industry
• Experience working with the affluent market

Responsibilities

• Develop and execute monthly client resell and nurturing communications to targeted affluent clients and Distribution channels that aims to convert Upper Affluent clients to High Net Worth clients
• Develop and promote utilization of Sales Distribution Channel tools that will aid to increase affluent clients' consideration and interest via various platforms and activities such as e-direct mails, SMS messages, and advisor spiels
• Develop and implement client engagements and events that will open networking and selling opportunities with affluent and High Net Worth clients
• Implement client and leads nurturing activities that aid to deepen client relationships
• Capture and monitor each activity's results to measure effectiveness of initiatives

Job Category: Marketing

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.

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. Join a top employer for a brighter future. Visit Sun Life Careers