Rewards and Merchandize Analyst

Sun Life Financial; Philippines; On-site; PHP 350,000 - 650,000; Full time

Job summary

Sun Life Financial is seeking a Rewards and Merchandise Analyst in the Philippines. You will manage advisor rewards programs, coordinate fulfillment and inventory, analyze rewards effectiveness, and support creative campaigns aligned with brand guidelines.

The role involves budgeting, procurement, and vendor relations to ensure timely delivery and optimal engagement of advisors. Strong Excel and design tool skills help drive impactful rewards programs.

Qualifications

• Bachelor's degree in Marketing and Business Administration or any equivalent Communication.
• Proficient in MS Excel (data, reports, budgeting).
• Knowledge in Photoshop and Canva for promotional materials.
• Budget administration and expense monitoring.
• Procurement processes and vendor management.
• Keen attention to detail and strong organizational skills.
• Familiar with agency force; able to prioritize and multi-task.

Responsibilities

• Rewards Program Development and Management (35%).
• Rewards Fulfilment, Distribution and Inventory Management (35%).
• Rewards Analytics and Insights (15%).
• Creative Development and Communication Support (5%).
• Financial, Procurement and Vendor Management (10%).

Skills

MS Excel

Budget management

Vendor coordination

Attention to detail

Organizational skills

Stakeholder management

Education

Bachelor's Degree in Marketing and Business Administration or equivalent Communication

Tools

Photoshop

Canva

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

Job Purpose please provide a summary of the purpose and objective of the job.

Rewards and Merchandise Analyst

Rewards and Merchandize Analyst is responsible for assisting in the management, administration, and fulfillment of advisor rewards, campaign incentives, and branded merchandize.

Major Accountabilities

• Rewards Program Development, and Management (35%)
  • Collaborate with the team in the development and implementation of rewards, incentives, and recognition programs supporting annual and quarterly sales promo.
  • Recommend innovative, relevant, and attractive rewards that enahnce advsior engagement, motivation, and participation.
• Rewards Fulfilment, Distribution and Inventory Management (35%)
  • Assist in advisor rewards fulfillment inlcuding rewards sourcing, procurement coordination, distribution and timely delivery wihtin the set guidelines.
  • Strengthen opertional efficiency through effective collaboration with suppliers, logistic partners and cross functional teams.
• Rewards Analytics and Insights (15%)
  • Assist in preparing reports for rewards utilization, advisor feedbacks, satisfaction surveys and rewards effectiveness that will help the the team enhance advisor experience and increase advisor engagement.
• Creative Development and Communication Support (5%)
  • Collaborate with the team in creating promotional creatives, art cards and other comms materials supporting rewards and incentive campaigns that are aligned with the companys' brand guidelines.
• Financial, Procurement and Vendor Management (10%)
  • Coordinate with the team in monitoring campaign budgets and prepare a standard report on budget utilization.
  • Faciliate vendor payment processing and other procurement requirements.

Specialized Knowledge

• Proficient in MS Excel and other reporting tools
• Knowledge in Photoshop and Canva
• budget administraiton and expense monitoring
• Procurement processes and vendor management
• Keen attention to details
• familiar with the agency force
• organized with the ability to prioritize and multi-task

Problem Solving

Outline problem solving requirements in terms of how standardized, varied, complex and interdependent problems and issues are typically faced by this job. Provide examples if necessary. The position will address a range of operational and capacity issues:

1. Rewards processing, inventory monitoring, fulfillment tracking, reporting, and vendor payment coordination using established procedures and control.
2. Assisting in changing rewards preferences, sourcing alternatives, and adapting to campaign specific requirements.
3. Collaborating with the ream on looking for effective rewards system, forecasting demand, budget monitoring, and monitoring major inventory issues.
4. Coordinating activities across multiple stakeholders like Distribution, Finance, Procurement, CXM, vendors and logistic providers to ensure seamless execution.

Education and Experience

Bachelors Degree in Marketing and Business Administration or any equivalent Communication

Scope

The role serves as a central coordinator between Distribution, CXM, Procurement, Finance, Logistics and external suppliers, making strong stakeholder management that are essential to a successful job performance.

Job Category

Marketing

Posting End Date

30/01/2027

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

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.

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