Sales Support Analyst - Financial Services Growth

Empower; Manila; On-site; PHP 480,000 - 600,000; Full time

Job summary

Empower Manila is seeking an Analyst Sales Support to empower our internal sales team and field partners to drive business growth. This role provides case-level support, plan onboarding, and reporting, collaborating across departments to ensure a seamless experience for clients.

You will manage quotes, track opportunities in Salesforce, and help prepare plan pricing and NCA/WRAP processes, working with underwriting and implementation teams to ensure accuracy and timely delivery.

Qualifications

• Bachelor’s degree or equivalent in business, sales support, or related field.
• 2+ years in sales support, client service, or operations, preferably in financial services.
• Strong communication with a customer-first attitude.
• Proficient in Microsoft Excel and CRM platforms (Salesforce a plus).
• Detail-oriented with ability to manage multiple priorities in a fast-paced environment.
• Fluent English.

Responsibilities

• Provide day-to-day case-level service, including price quoting, opportunity tracking, and sales prospecting report creation.
• Coordinate plan onboarding and ensure documentation is complete and compliant.
• Partner with underwriting and implementation teams to ensure smooth retirement plan execution.
• Complete case assignments through processing proposals and paperwork, ensuring accurate data management in Salesforce.
• Support the New Client Application (NCA/WRAP) process with ISD and RSD teams to move projects forward.
• Facilitate cross-department communication to address questions/changes during implementation.
• Complete Salesforce documentation with minimal errors.
• Assist in special projects related to internal sales campaigns.

Skills

Customer communication

Sales support

CRM experience

Excel proficiency

Multi-tasking

English fluency

Education

Bachelor's degree or equivalent

Tools

Salesforce

MS Excel

Job description

Empower Manila is seeking an Analyst Sales Support to empower our internal sales team and field partners to drive business growth. This role provides case-level support, plan onboarding, and reporting, collaborating across departments to ensure a seamless experience for clients.

You will manage quotes, track opportunities in Salesforce, and help prepare plan pricing and NCA/WRAP processes, working with underwriting and implementation teams to ensure accuracy and timely delivery.