Sales Service Associate (Baobab NBO)

Sun Life Financial; Philippines; On-site; PHP 240,000 - 360,000; Full time

Job summary

Sun Life Financial Philippines seeks an Administrative Support role to provide broad clerical assistance to the assigned branch. You will monitor branch performance, prepare standard production reports, and assist in sales initiatives and branch activities.

You will handle incoming and outgoing documents, manage inventory, support advisors and field managers, coordinate across departments, and ensure timely dissemination of business updates and contest mechanics.

Qualifications

• College graduate, preferably marketing or communication arts.
• With at least one year of work experience in a sales or a financial services company.
• Proficient in MS Office applications (Word, Excel, PowerPoint).
• Good written and oral communication skills.

Responsibilities

• Provide administrative support to assigned branch and monitor branch performance.
• Assist in the implementation of sales initiatives and branch activities and promotions.
• Handle incoming and outgoing documents, inventory of supplies, and coordination with various support departments.
• Disseminate business updates and reports, and coordinate contest mechanics.

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. The position provides overall administrative support to assigned branch. It is responsible for monitoring branch performance and preparing standard production reports. It assists in the implementation of sales and branch activities and promotions. In addition, it provides assistance to agency force for overall branch activities and meetings, monitoring of NB application requirements to ensure speedy processing, attending to various inquiries and coordinating related requirements with concerned support departments and monitoring promotion and contest activities. Moreover, the position handles incoming and outgoing documents and materials as well as inventory of supplies. It ensures timely dissemination of business updates and reports, promo and contest mechanics including processing of special fund requests of the branch.

Major accountabilities

• Contributes to branch target attainment by providing support in terms of monitoring and preparing daily and monthly branch performance and production reports following the required format of territory management and branch management. Monitors completeness of Advisors Contracting Manual (ACM) requirements and other related reports. Assists in the implementation of sales initiatives and monitors branch promotion and activities.
• 30% Provides support to agency force in terms of assisting the branch manager in overall branch activities and meetings. Monitors completeness of NB application requirements and coordinates related requirements with underwriting group to ensure speedy processing. Attends to the requests and inquiries of advisors and field managers and coordinates these with sales support, licensing, sales training & development, marketing, customer center, PH-IT administrative services and other concerned business units as necessary.
• 30% Provides assistance in branch administration in terms of handling of incoming and outgoing documents and materials, conducting inventory of branch office and form supplies. Conducts regular meetings with branch secretaries for briefing on production reports, contest and promotion mechanics. Updates the bulletin board postings on production results, memos, circulars and branch promotions. Disseminates business reports and/or fact sheets to concerned advisors. Coordinates branch qualifiers for different contests and promotions with sales support and marketing. Processes requests for Special Fund reimbursement.
• 30% Monitors the overall upkeep of branch office operations and reports any problems or concerns to channel management.

Specialized knowledge

• Proficient in the use of the MS Office Applications (Word, Excel and Power Point)
• Working knowledge in the use of electronic mail (Lotus Notes)
• Ability to Learn – assimilating and applying in a timely manner new job-related information that may vary in complexity
• Attention to Detail – accomplishing tasks through concern for all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks, maintaining watchfulness over a period of time
• Rapport Building – getting along well
• Integrity – maintaining and promoting social, ethical and organizational norms in conducting activities
• Average written and oral communication skills
• Good customer servicing skills

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. Responding promptly to requests and inquiries on varied issues involving production and performance-related monitoring reports; branch operations; sales products, promotions or contest mechanics; and processes of back-office departments that can arise on a daily basis.

Education and experience

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

Job Category

Sales - Distribution Support

Posting End Date

30/12/2026

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.