Sales & Branch Support Specialist

Sun Life Financial; Manila; On-site; PHP 312,000 - 357,000; Full time

Job summary

Sun Life Financial in Manila seeks an Administrative Support specialist to provide comprehensive branch administration, production reporting, and coordination of NB applications. You will assist agency force in branch activities and meetings, monitor approvals, and ensure timely dissemination of business updates.

Responsibilities include handling documents, inventory, and coordinating with Sales Support, Marketing, licensing, and IT to ensure smooth operations and timely promotions.

Qualifications

• College graduate, preferably marketing or communication arts.
• With at least one year of work experience in a sales or a financial services company.

Responsibilities

• Prepare daily and monthly branch performance and production reports in the standard territory/branch formats.
• Assist the branch manager in overall branch activities and meetings and coordinate with Sales Support, Licensing and Marketing as needed.
• Handle incoming and outgoing documents and materials; conduct inventory of branch office and form supplies.
• Disseminate business reports and/or fact sheets to advisors and coordinate branch promotions and contests.
• Monitor NB application requirements to ensure speedy processing and coordinate with underwriting/group as necessary.
• Coordinate branch qualifiers for contests and promotions with Sales Support and Marketing.

Skills

MS Office proficiency

Attention to detail

Good communication

Customer service

Rapport building

Integrity

Education

College graduate (Marketing/Communication arts)

Tools

MS Office

Lotus Notes

Job description

Sun Life Financial in Manila seeks an Administrative Support specialist to provide comprehensive branch administration, production reporting, and coordination of NB applications. You will assist agency force in branch activities and meetings, monitor approvals, and ensure timely dissemination of business updates.

Responsibilities include handling documents, inventory, and coordinating with Sales Support, Marketing, licensing, and IT to ensure smooth operations and timely promotions.