Licensing & Recruitment Specialist (Project-Based)

Sun Life Financial; Taguig; On-site; PHP 391,000 - 614,000; Full time

Job summary

Sun Life Financial in Taguig is seeking an Agency Recruitment & Licensing Associate on a project basis to streamline licensing processes for recruits. The role entails ensuring document completeness, routing approvals, and handling license applications with regulatory bodies.

Strong admin skills and familiarity with licensing regulations are required. Ideal candidates will have a four-year business degree and prior licensing/insurance industry experience, with proficiency in Lotus Notes and

Qualifications

• Graduate of any four-year business course.
• Experience in licensing function from the insurance industry; administrative, customer service experience.

Responsibilities

• Facilitates license applications of recruits.
• Ensures completeness of documents submitted.
• Routes ACM to Channel Management for approval.
• Processes license applications (Trad and VUL) and submits these to the Insurance Commission.
• Provides feedback to the manager-recruiters on status of their recruits.
• Ensures all documents are complete including signed Agent's Agreement prior to coding.
• Endorses recruit files for coding; advises NBO concerned.

Skills

Licensing regulations knowledge

Administrative support

Computer literacy

Education

Four-year business course

Tools

Lotus Notes

Windows programs

Job description

Sun Life Financial in Taguig is seeking an Agency Recruitment & Licensing Associate on a project basis to streamline licensing processes for recruits. The role entails ensuring document completeness, routing approvals, and handling license applications with regulatory bodies.

Strong admin skills and familiarity with licensing regulations are required. Ideal candidates will have a four-year business degree and prior licensing/insurance industry experience, with proficiency in Lotus Notes and