Client Segment Marketing Specialist

Sunlife Solar; Taguig; On-site; PHP 600,000 - 800,000; Full time

Job summary

Sun Life is seeking a Client Segment Marketing Specialist to join the Marketing team and drive client engagement and conversion initiatives targeting affluent and High Net Worth clients. The role involves developing communications, creating sales tools, and organizing client events to build relationships and nurture leads.

Ideal candidates have a Bachelor's degree in business and 3–5 years of marketing or sales experience in financial services, with strong communication and project management

Qualifications

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

Skills

Excellent communication

Strong project management

Interpersonal skills

Analytical skills

Organizational skills

Education

Bachelor's degree in business

Tools

Microsoft Office Suite

Adobe

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