Sales Service Associate - Centurion Tree

sunlife; Muntinlupa; On-site; PHP 335,000 - 670,000; Full time

Job summary

Sun Life Philippines is seeking an organized administrative professional to provide branch support, monitor performance and prepare standard production reports. The role includes assisting agency activities, handling incoming and outgoing documents, and ensuring timely dissemination of business updates.

You will coordinate with sales support, underwriting, marketing and other units to keep branch activities on track, support meetings, and monitor NB application requirements for speedy processing.

Qualifications

• MS Office Applications (Word, Excel and Power Point) proficiency.
• Attention to detail in handling reports and documents.
• Ability to learn new processes and systems quickly.
• Reliable coordination with multiple stakeholders.

Responsibilities

• Contributes to branch target attainment by monitoring and preparing daily and monthly branch reports following the management format. 30 %
• Provides support to agency force and coordinates NB application requirements with underwriting for speedy processing. 30 %
• Handles incoming/outgoing documents, inventories supplies, and disseminates branch reports and promotions. 30 %
• Conducts advisor briefings on agency initiatives, governance, and NB/UW operations. 5 %
• Participates in improvement projects and new technologies within the department. 5%

Skills

MS Office

Attention to Detail

Ability to Learn

Tools

Lotus Notes

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 p urpose

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 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 accountabilities

Identify 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 knowledge

• 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 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