Quality Business Specialist

Tree of Life (Sun Life Financial)

  • Makati, Philippines
    9th flr, 116 Gamboa , Makati, Metro Manila, Philippines
    Metro Manila
  • Full time
Posted 2 months ago and deadline of application is on 30 Oct
Recruiter was hiring 9 days ago

Quality Business Specialist

Tree of Life (Sun Life Financial)

Job Description

  • Monitoring payments due to all clients with Advisors under the Team and relaying the due list to the respective Advisor.
  • Coordinate with each Advisor that payments are remitted on time, and all issued and canceled Provisional Receipts are remitted to the Company.
  • Ensure that policy contracts are delivered by the Advisor to the client, with Policy Acknowledgement Receipt submitted to the Company.
  • In coordination with the Immediate Superior, may conduct spot-checking of Client presentations of Advisors.
  • In coordination with the Recruitment Processing Officer and Productivity Officer, update the 201 File of the Advisor.
  • Relay any updates to the Immediate Superior and the Executive Management Officer, and possibly recommend courses of action to take to mitigate any critical quality issues.

Minimum Qualifications

  • Candidate must possess at least a Bachelor’s/ College Degree in Marketing, Business Administration/ Management, or equivalent.
  • With strong organizational, analytical, and problem-solving skills.
  • Needs to have strong attention to detail.
  • Able to learn fast and execute required output within the given time.
  • Able to relate well with people of varying backgrounds.
  • Must have strong leadership skills and ability to inspire others.
  • With excellent verbal and written communication skills in English and Filipino.
  • Proficiency in MS Office Suite especially in Microsoft Excel.
  • Fresh graduates are welcome to apply!

Perks and Benefits

  • Flexitime Flexitime
  • Life Insurance Life Insurance
  • Mobile Phone Discount Mobile Phone Discount
  • Performance Bonus Performance Bonus

Required Skills

  • Telephone Skills
  • Clerical Skills
  • Attention to Detail
  • Customer Service
  • Time Management
  • Critical Thinking
  • Computer Literacy / Basic Computer Skills

Jobs Summary

Job level
Fresh Grad / Entry Level
Job category
Administration and Coordination
Educational requirement
Bachelor's degree graduate
Office Address
116 Gamboa, Makati, Metro Manila, Philippines
Financial Services
4 openings

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About Tree of Life (Sun Life Financial)

Tree of Life seeks to unleash one's potential to live lives of abundance. It does this by the propagation of financial literacy and helping clients prepare for the future and work towards their dreams through Sun Life Financial's products. Our Team is deeply rooted in our core values of Godliness, Leadership, Unconditional Love, and Excellence. These values are the GLUE that keeps us united and allows us to bear fruit wherever we are planted. We are committed to grow as a Team and be a source of life for Sun Life as it pursues its RISE PH vision. In fact, despite being one of the newest branches in Sun Life, Tree of Life has become one of the fastest growing and leading branches nationwide. If you are up for an exciting year to learn, lead, and deliver results fast then this is the best position for you. Gradually shift your career from just having a routine office job to going out with an entrepreneurial mindset and reaping all the fruits of your hard work.