Sales Service Associate - Centurion Tree

Sun Life Financial; Manila; On-site; PHP 268,000 - 469,000; Full time

Job summary

Sun Life Financial recherche un assistant administratif pour soutenir une succursale locale avec la gestion des documents, le suivi des performances et des promotions. Vous accompagnerez les conseillers et les gestionnaires de succursale et assurerez la coordination avec les services concernés.

Le poste nécessite au moins un an d'expérience dans la vente ou les services financiers, une maîtrise des outils MS Office et une bonne capacité d'organisation et de communication.

Qualifications

• Contribue à l'atteinte des objectifs de la succursale en produisant des rapports quotidiens et mensuels selon le format requis.
• Assure le suivi des exigences du NB et coordonne les besoins avec les équipes en charge pour un traitement rapide.
• Soutien à la force commerciale pour les activités et réunions de la succursale.
• Gestion des documents entrants et sortants et inventaire des fournitures de bureau.
• Mise à jour des affichages et des mécanismes de promotion, et traitement des demandes de fonds spéciaux.

Responsibilities

• Conduire des briefings avec les secrétaires sur la production et les mécanismes de concours et promotions.
• Mettre à jour les rapports de production et diffuser les rapports business et fiches techniques.
• Coordonner les qualifiers des concours et promotions avec le support commercial et le marketing.
• Traiter les demandes et les inquiries des conseillers et directeurs.
• Assurer le fonctionnement quotidien du bureau et remonter les problèmes à la direction.

Skills

MS Office

Lotus Notes

Attention to Detail

Rapport Building

Integrity

Communication Skills

Problem Solving

Education

College graduate, preferably marketing or communication arts

Tools

Sun Life Agency System (SLAS)

VUL e-learning database

Job description

Vous êtes aussi unique que votre parcours, votre expérience et votre point de vue. Ici, vous serez encouragé, habilité et défié à être à votre meilleur. Vous travaillerez avec des collègues dynamiques – des experts dans leurs domaines – qui sont désireux de partager leurs connaissances avec vous. Vos leaders vous inspireront et vous aideront à atteindre votre potentiel et à vous envoler vers de nouveaux horizons. Chaque jour, vous aurez de nouvelles et passionnantes occasions de rendre la vie plus brillante pour nos Clients – qui sont au cœur de tout ce que nous faisons.Chez Sun Life, nous sommes guidés par notre Raison d'être : aider nos Clients à réaliser la sécurité financière à vie et à vivre une vie plus saine. Nos valeurs façonnent notre façon de travailler : bienveillance, authenticité, audace, inspiration et impact.Quand vous vous joignez à Sun Life, vous travaillez avec des collègues passionnés et des leaders habilitants qui soutiennent votre croissance et célèbrent vos contributions, afin que vous puissiez faire une différence significative dans la vie de nos Clients.Découvrez comment vous pouvez faire une différence dans la vie des personnes, des familles et des communautés du monde entier.De scription de poste :Job p urposePlease 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 c oordinating related requirements with concerned support departments and monitoring promotion and contest activities . Moreover, the position handles i ncoming 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 accountabilitiesIdentify 5-6 major accountabilities of the job (not the employee). Describe these accountabilities by what is to be accomplished, how and why. Use action verbs to begin each sentence. Avoid the use of acronyms. Include the approximate percentage of time spent on each accountability. The percentages below should sum up to 100.Contributes to branch target attainment by providing support in terms of m onitor ing and prepar ing daily and monthly branch performance and production reports following the required format of territory m anagement and branch management. M onitor s completeness of A dvisors Contracting Manual (A CM ) 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 . M onitors completeness of NB application requirements and c oordinat es related requirements w ith 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. Co nduct s 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. P rocesses requests for Special Fund reimbursement. Monitors the overall upkeep of branch office operations and reports any problems or concerns to channel management.30 %Conduct briefing or orientation among advisors on the following topics:Agency Sales Initiatives/CampaignsAgency Goverance GuidelinesOperations ( NB/UW, Policy Servicing)5 %Participates in continuous work improvement processes through implementation of new technology, special projects and other company /department initiatives5%Specialized knowledgeList specific types of technical or professional skills and knowledge required for the job.Knowledgeable 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 complexityAttention 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 timeRapport Building – getting along wellIntegrity – maintaining and promoting social, ethical and organizational norms in conducting activitiesAverage written and oral communication skillsP roblem solvingOutline 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 experienceIndicate the minimum education level and years of relevant experience required to perform the work. Include specific professional designations, licenses, registrations , if applicable.Col lege graduate, preferably marketing or communication arts.With at least one year of work experience in a sales or a financial services company.Communication scopeIdentify the level and nature of internal and external contacts with whom this job must interact regularly. Describe the reason and frequency of their communication .Channel Management – daily production and performance-related monitoring reports.Branch support staff – regular briefing on production, contest mont h and promo mechanics with secretaries.Underwriting – additio nal NB application requirements as applicable.Sales Training and Development – Sun Life initiated trainings and advisor s’ affiliation-related activities as applicable .Sales Support & Marketing – branch qualifiers for different regional contests/promos as applicable .Licensing – contest/promo-related; ID/ Healthcards ; sales aid materials of resigned FAs as applicable .Customer Center – PR booklet of resigned FAs as applicable .Administrative services – replenishment of office forms and supplies .PH IT – Sun Life Agency System (SLAS) installation, VUL e-learning database for newly coded FAs and access deactivation of resigned FAs as applicable .Catégorie d'emploi :Ventes - Soutien à la distributionFin de l'affichage :29/09/2026