Sales Service Associate - Almond NBO

Sun Life of Canada (Philippines), Inc.; Makati; On-site; PHP 391,000 - 614,000; Full time

Benefits offered by this job

Health and wellness programmes

Professional development opportunities

Career advancement pathways

Teamwork and collaboration

Job summary

Sun Life of Canada (Philippines), Inc. in Makati City is seeking a Sales Service Associate to join our sales operations team.

This full-time role provides essential client and sales administration support, acting as the bridge between the sales group and clients with accuracy and professionalism. The ideal candidate will handle scheduling, documentation, CRM updates, and timely client replies while preparing proposals and quotations.

Qualifications

• Experience in client-facing administrative or sales support roles.
• Strong organizational skills with ability to manage multiple tasks.
• Excellent written and verbal English; Filipino is a plus.

Responsibilities

• Provide administrative support to the sales team, including scheduling and coordination.
• Process sales documentation and client requests with accuracy.
• Maintain updated client databases and sales trackers.
• Serve as primary sales support contact for clients and inquiries.
• Prepare sales proposals, quotations, and client-facing documents.
• Coordinate with departments to ensure smooth onboarding and processing.
• Assist with data entry, filing, and record-keeping to maintain standards.
• Monitor deadlines and follow up on sales activities and requirements.
• Contribute to achieving sales targets through service excellence.

Skills

Client-facing communication

Organization & multitasking

English fluency

Problem-solving

CRM familiarity

Tools

CRM software

Microsoft Excel

Job description

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

About the role

Sun Life of Canada (Philippines), Inc. is seeking a Sales Service Associate - Almond NBO to join our dynamic team in Makati City, Metro Manila. This is a full-time position that plays a crucial role in supporting our sales operations and ensuring exceptional client experiences. As a Sales Service Associate, you will be the backbone of our client and sales administration function, bridging the gap between our sales team and clients whilst maintaining the highest standards of service and accuracy. This role is essential to our business growth and client satisfaction objectives.

Key responsibilities

• Provide comprehensive administrative support to the sales team, including scheduling, correspondence management, and coordination of meetings and client interactions

• Process sales-related documentation, client requests, and applications with accuracy and attention to detail

• Maintain and update client databases and sales tracking systems to ensure information is current and accessible

• Serve as a primary point of contact for clients requiring sales support, responding to inquiries promptly and professionally

• Prepare sales proposals, quotations, and other client-facing documents in a timely manner

• Coordinate between the sales team and other departments to ensure smooth transaction processing and client onboarding

• Assist with data entry, filing, and record-keeping tasks to maintain organisational standards

• Monitor deadlines and follow up on pending sales activities and client requirements

• Contribute to the achievement of sales targets through effective administrative support and client service excellence

What we're looking for

• Proven experience in client-facing administrative roles or sales support functions

• Exceptional organisational skills with the ability to manage multiple tasks and priorities simultaneously

• Strong written and verbal communication skills in English; proficiency in Filipino is beneficial

• Proficiency in Microsoft Office applications, particularly Excel and Word

• Meticulous attention to detail with a commitment to accuracy in all work

• Professional demeanour and the ability to build positive relationships with clients and colleagues

• Reliability and punctuality with a proactive approach to problem-solving

• Familiarity with customer relationship management (CRM) systems or sales management tools is preferred

• Knowledge of the insurance or financial services industry would be advantageous

What we offer

Sun Life of Canada (Philippines), Inc. is committed to supporting the career development and wellbeing of our employees. We offer a competitive compensation package commensurate with experience and qualifications. Our benefits include:

• Comprehensive health and wellness programmes designed to support your physical and mental wellbeing

• Professional development opportunities, including training and skills enhancement initiatives

• Career advancement pathways within a growing organisation

• Supportive work environment that values teamwork and collaboration

• Standard employment benefits in accordance with Philippine labour regulations

• Work-life balance initiatives to support your personal commitments

About us

Sun Life of Canada (Philippines), Inc. is a leading insurance and financial services provider committed to helping Filipinos achieve financial security and peace of mind. With a strong heritage of trust and innovation, we deliver comprehensive insurance and investment products designed to meet the diverse needs of our clients. Our mission is to provide exceptional value and service whilst maintaining the highest standards of integrity and professionalism. We are an inclusive employer dedicated to creating a workplace where diverse talents thrive and contribute to our collective success.