Sales Service & Branch Operations Associate

Sun Life Financial; Pasay; On-site; PHP 240,000 - 320,000; Full time

Job summary

Sun Life Financial Philippines is seeking a Sales Service Associate to provide essential administrative support to the Pasay branch, monitor performance, and prepare standard production reports. You will assist in sales and branch activities, coordinate with related departments, and ensure timely dissemination of updates and contest mechanics.

Proficiency in Excel and PowerPoint is required, with strong data handling and organizational skills to drive efficient operations and excellent client

Qualifications

• Proficient in MS Excel and PowerPoint.
• Experience in administrative support or branch operations is a plus.
• Strong data handling and report preparation skills.

Responsibilities

• Provides overall administrative support to the assigned branch and monitors branch performance.
• Prepares standard production reports and assists in sales and branch activities and promotions.
• Assists agency force with branch activities, NB application requirements, inquiries, and coordination with support departments.
• Manages incoming/outgoing documents and inventory of supplies; disseminates business updates and reports.
• Handles promo and contest mechanics, including processing of special fund requests.

Skills

Administrative support

Report preparation

Tools

Excel

PowerPoint

Job description

Sun Life Financial Philippines is seeking a Sales Service Associate to provide essential administrative support to the Pasay branch, monitor performance, and prepare standard production reports. You will assist in sales and branch activities, coordinate with related departments, and ensure timely dissemination of updates and contest mechanics.

Proficiency in Excel and PowerPoint is required, with strong data handling and organizational skills to drive efficient operations and excellent client