Head, Business Conservation

Sun Life Financial; Philippines; On-site; PHP 1,800,000 - 3,000,000; Full time

Job summary

Sun Life Financial in the Philippines seeks a Head of Business Conservation to lead strategic initiatives that protect in-force revenue, reduce lapses and enhance client lifetime value.

You will set targets, supervise daily conservation activities, and partner with Distribution, Operations, Technology, Marketing and Finance to embed proactive engagement and continuity across client cohorts. This executive role offers broad enterprise impact and the chance to drive measurable continuity outcomes.

Responsibilities

• Lead strategic initiatives to protect in-force revenue, reduce lapses and strengthen client lifetime value.
• Oversee day-to-day conservation activities including outreach, reminders, reinstatement, and proactive client engagement.
• Partner with Distribution, Operations, Technology, Marketing, and Finance to embed proactive engagement and optimize continuity across client cohorts.

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

Job Purpose please provide a summary of the purpose and objective of the job. The Head, Business Conservation leads the development and execution of strategic initiatives designed to protect and maximize in-force revenue, reduce avoidable lapses, and strengthen client lifetime value. This role drives enterprise-wide capabilities that improve retention outcomes, enhance advisor continuity, and increase proactive engagement across identified client cohorts—particularly among reassigned and at-risk client segments. The Head, Business Conservation is accountable for establishing targets, defining functional strategies, and operationalizing processes that measurably improve continuity ownership, reduce preventable lapses, and enhance client reachability. This role partners across distribution and servicing functions to embed proactive engagement practices, optimize advisor participation, and deliver superior continuity experiences that strengthen both client and advisor relationships while contributing to enterprise efficiency and revenue preservation.

Business Conservation Strategy & Direction

• Develop and execute the enterprise business conservation strategy aligned with Distribution, persistency, and customer experience objectives.
• Define multi-year conservation roadmaps covering orphan management, at-risk client engagement, reinstatement, and reselling opportunities.
• Establish success metrics and targets

Conservation Operations & Execution

• Oversee day-to-day execution of conservation activities including orphan outreach, premium reminders, lapse prevention, reinstatement, and proactive client engagement.
• Ensure operational excellence through standardized processes, clear ownership, and performance discipline.
• Continuously optimize workflows using insights from operations, data trends, and client feedback.

Cross-Functional Business Partnership

• Partner with Distribution to support advisor-less and head-office-led client engagement models.
• Collaborate with Operations to integrate conservation processes into core workflows.
• Work with Technology to ensure access to systems, tools, and data required by the team.
• Align with Marketing/CX to design direct-to-client journeys and communication strategies.
• Coordinate with Finance to manage costs and deliver net-zero or value-accretive expense outcomes.

Job Category: Sales - Distribution Support Posting End Date: 30/10/2026

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. Make life brighter 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.