Talent Licensing & Recruitment Specialist

Sun Life Financial, Inc.

Philippines

On-site

PHP 279,000 - 424,000

Part time

6 days ago
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Job summary

Sun Life Financial, Inc. in the Philippines is seeking an Agency Recruitment & Licensing Associate (Project Based) to support license applications and documentation.

The role handles licensing processes for Trad and VUL, coordinates with Channel Management, and ensures compliance before coding. This position requires administrative and customer service experience within the insurance industry.

Qualifications

  • Graduate of any four-year business course.
  • Experience in licensing function from the insurance industry; administrative, customer service experience.

Responsibilities

  • Facilitates license applications of recruits.
  • Ensures completeness of documents submitted.
  • Routes ACM to Channel Management for approval.
  • Processes license applications (Trad and VUL) and submits these to the Insurance Commission.
  • Provides feedback to the manager-recruiters on status of their recruits.
  • Ensures all documents are complete including signed Agent's Agreement prior to coding.
  • Endorses recruit files for coding; advises NBO concerned.

Skills

Computer literacy
Licensing regulations knowledge
Administrative experience
Customer service experience

Education

Graduate of any four-year business course

Tools

Lotus Notes
Windows OS

Job description

Sun Life Financial, Inc. in the Philippines is seeking an Agency Recruitment & Licensing Associate (Project Based) to support license applications and documentation.

The role handles licensing processes for Trad and VUL, coordinates with Channel Management, and ensures compliance before coding. This position requires administrative and customer service experience within the insurance industry.

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