SkyBranch Sales -Team Lead

The Great Eastern Life Assurance Company Limited; Santo Niño 1st; On-site; PHP 600,000 - 900,000; Full time

Job summary

The Skybranch Sales Team Lead at The Great Eastern Life Assurance Company Limited oversees QA, compliance, and operations of the Skybranch Sales team. This role is the final quality check before policy applications are submitted, ensuring all submissions meet GE's standards and regulatory requirements.

You will supervise Sales Executives, endorse submissions, manage regulatory steps for MAS non-face-to-face advisory sales, ensure licenses and CPD compliance, and support cross-functional coverage

Qualifications

• 5+ years of experience in insurance sales or financial advisory.
• 2+ years in a supervisory or team lead role.
• RNF licensed — mandatory.
• Licensed to give financial advice and conduct sales of Life Insurance and General Insurance.
• Strong working knowledge of MAS non-face-to-face advisory sales regulations.
• Experience in quality assurance, compliance review or submission endorsement functions.
• Familiarity with GE's core advisory and sales platforms.

Responsibilities

• Submission Endorsement & Quality Assurance: Review and endorse all policy applications before submission. Ensure every application meets GE's advisory standards and regulatory requirements for non-face-to-face sales.
• Regulatory Compliance Management: Conduct regulatory review steps for MAS compliant non-face-to-face advisory sales.
• Licensing & Continuing Education Oversight: Ensure all Sales Executives maintain valid regulatory licences and CPD/product knowledge requirements.
• Sales Operations & SLA Management: Oversee end-to-end sales process for inbound referrals and monitor platform use during transitions.
• Team Development & Supervision: Coach and develop Sales Executives through performance reviews and targeted training.
• Post-Submission Oversight: Ensure follow-up with customers from submission through to policy inception, rejection or withdrawal.
• Cross-Functional Cover: Provide operational cover for Skybranch Contact Team Lead when required.

Skills

Insurance sales

Supervisory / team lead

Regulatory compliance

Quality assurance

MAS non-face-to-face advisory sales

Coaching & development

Tools

GE advisory platforms

Job description

Skybranch Sales is the direct sales function of the Skybranch channel, completing end-to-end product purchases for customers who have confirmed they wish to proceed with Great Eastern but prefer not to be assigned a dedicated personal financial representative.

The Skybranch Sales Team Lead is responsible for the quality assurance, compliance oversight, and operational management of the Sales team. As the primary endorser for all submissions, this role is the last line of quality control before a policy application is submitted. The Team Lead does not personally conduct sales — their mandate is to ensure that every submission made by the Sales Executives meets GE's standards and regulatory requirements.

Key Responsibilities:

• Submission Endorsement & Quality Assurance: Review and endorse all policy applications submitted by Sales Executives before submission. Ensure every application meets GE's advisory standards and all applicable regulatory requirements for non-face-to-face sales.
• Regulatory Compliance Management: Conduct required regulatory review steps for non-face-to-face advisory sales. Maintain up-to-date knowledge of MAS requirements and ensure the team's practices remain aligned with evolving compliance obligations.
• Licensing & Continuing Education Oversight: Ensure all Sales Executives maintain valid regulatory licences and meet ongoing CPD and product knowledge requirements for Life and General Insurance at all times.
• Sales Operations & SLA Management: Oversee the end-to-end sales process for all inbound referrals, ensuring response and engagement timelines are consistently met. Monitor the use of virtual meeting platforms and manage any planned platform transitions.
• Team Development & Supervision: Coach and develop Sales Executives through regular performance reviews, quality assessments of completed engagements, and targeted training recommendations.
• Post-Submission Oversight: Ensure Sales Executives complete all required follow-up with customers from submission through to policy inception, rejection or withdrawal.
• Cross-Functional Cover: Provide operational cover for the Skybranch Contact Team Lead when required, supporting continuity across both teams.
• Possess minimum 5 years of experience in insurance sales or financial advisory, with at least 2 years in a supervisory or team lead role.
• RNF licensed — mandatory. Must be equally or more qualified than the Sales Executives under supervision.
• Licensed to give financial advice and conduct sales of Life Insurance and General Insurance.
• Have strong working knowledge of MAS non-face-to-face advisory sales regulations.
• Experience in quality assurance, compliance review or submission endorsement functions preferred.
• Familiarity with GE's core advisory and sales platforms preferred.