Sales Service Associate (Baobab NBO)

Sun Life

Palestine (TX)

On-site

USD 36,000 - 54,000

Full time

12 days ago

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Job summary

Sun Life in Palestine, Texas, is seeking an Administrative Assistant to provide comprehensive branch support. The role focuses on producing daily and monthly performance reports, supporting sales initiatives, assisting advisors, and managing documents and inventory. You will also coordinate with multiple departments to ensure timely business updates and promotions.

Qualifications

College graduate, preferably marketing or communication arts.
At least one year of work experience in a sales or financial services company.

Responsibilities

Contributes to branch target attainment by monitoring and preparing daily and monthly branch performance and production reports.
Supports branch activities, handles inquiries of advisors and field managers, and coordinates with sales support and other units.
Manages incoming/outgoing documents and materials, conducts inventory, and disseminates business reports and notices to advisors.
Monitors branch office upkeep and reports issues to channel management.

Skills

MS Office

Lotus Notes

Learning ability

Attention to detail

Rapport building

Integrity

Written and verbal communication

Customer service

Education

College degree in Marketing or Communications

Tools

MS Office

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 Purpose

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 coordinating related requirements with concerned support departments and monitoring promotion and contest activities. Moreover, the position handles incoming 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 monitoring and preparing daily and monthly branch performance and production reports following the required format of territory management and branch management. Monitors completeness of Advisors Contracting Manual (ACM) 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. Monitors completeness of NB application requirements and coordinates related requirements with 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. Conducts 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. Processes requests for Special Fund reimbursement. 30%

Monitors the overall upkeep of branch office operations and reports any problems or concerns to channel management. 10%

Specialized knowledge

List specific types of technical or professional skills and knowledge required for the job.

Proficient 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 – getting along well
Integrity – maintaining and promoting social, ethical and organizational norms in conducting activities
Average written and oral communication skills
Good customer servicing skills

Problem solving

Outline problem solving requirements in terms of how standardized, varied, complex and interdependent problems and issues are typically faced by this job. Provide examples if necessary.

Responding promptly to requests and inquiries on varied issues involving production and performance-related monitoring reports; branch operations; sales products, promotions or contest mechanics; and processes of back-office departments that can arise on a daily basis.

Education And Experience

Indicate the minimum education level and years of relevant experience required to perform the work. Include specific professional designations, licenses, registrations, if applicable.