Sales Support Staff

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 2 days ago

Sales Support Staff

Tree of Life (Sun Life Financial)

Job Description

  • Monitoring any production submitted and settled for both Life and Mutual Funds businesses by creating daily, weekly, and monthly reports. This includes reports for Quarterly Contests in the Company and Branch, Annual Contests for the Industry and Company, and Annual Update for the Branch.
  • Monitor in coordination with Quality Business Officer the key metrics for Monthly incentive (i.e., PLAN B) purposes.
  • Relay any report to the Branch Productivity Officer and Branch Sales Administrator.
  • Coordinate with Financial Advisors to guide them on their current status and what could be done to achieve the next goal.
  • In coordination with the Recruitment Processing Officer and Quality Business Officer, update the 201 Files of the Advisor.
  • Relay any updates to the Immediate Superior and the Executive Management Officer, and possibly recommend courses of action to take the mitigate any arising 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
  • Performance Bonus Performance Bonus

Required Skills

  • Organizing and Planning
  • Telephone Skills
  • Relationship Management
  • Record Keeping
  • Problem Solving
  • Rapport Building
  • Listening

Jobs Summary

Job level
Fresh Grad / Entry Level
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
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.
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