Sales Service Associate - Centurion Tree

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 positionprovides overall administrative support toassigned branch. It is responsible formonitoring branch performance andpreparing standardproduction reports. It assists in the implementation of sales and branch activities and promotions.In addition, itprovides assistance to agency force for overall branch activities and meetings,monitoring ofNB application requirements to ensure speedy processing, attending to various inquiries andcoordinatingrelatedrequirements with concernedsupport departments and monitoring promotion and contest activities. Moreover, the position handles incoming and outgoing documents andmaterials as well asinventory of supplies. It ensurestimelydissemination of businessupdates andreports, 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 attainmentbyproviding support interms ofmonitoring and preparingdaily and monthly branchperformance and production reports following the required format of territory management and branch management. Monitors completeness of Advisors Contracting Manual (ACM) requirements and otherrelatedreports.Assists in the implementation of sales initiatives and monitors branch promotion and activities. 

30% 

Providessupportto agency force interms of assisting the branch manager in overall branch activities and meetings.Monitorscompleteness ofNB application requirementsandcoordinatesrelated requirementswith underwriting group to ensure speedy processing. Attends to the requests and inquiries of advisors and field managers andcoordinates these withsales support, licensing, sales training & development, marketing, customercenter, PH-ITadministrative servicesand otherconcerned business unitsas 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. Conductsregularmeetings with branch secretariesfor briefingonproduction reports, contest and promotion mechanics.Updatesthe bulletin boardpostings onproductionresults, memos, circularsand 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.Processesrequests for Special Fund reimbursement.Monitorsthe overall upkeep of branch office operations and reports any problems or concerns to channel management. 

30% 

Conduct briefing or orientation among advisors on the following topics: 

Agency Sales Initiatives/Campaigns 

Agency Goverance Guidelines 

Operations ( NB/UW, Policy Servicing) 

5% 

Participates in continuous work improvement processes through implementation of new technology, special projects and other company /department initiatives 

5% 

Specialized knowledge 

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

• Knowledgeable 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 

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. 

• Respondingpromptlytorequests and inquirieson varied issues involvingproduction 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. 

• College graduate, preferably marketing or communication arts. 

• With at least one year of work experience in a salesor afinancial services company. 

Communication scope 

Identify thelevel and nature of internal and externalcontacts with whom this job must interactregularly.  Describe the reason and frequency of their communication. 

• Channel Management –dailyproduction and performance-related monitoring reports. 

• Branch support staff –regular briefing on production, contest month and promo mechanics with secretaries. 

• Underwriting – additional NB application requirements as applicable. 

• Sales Training and Development – Sun Life initiated trainings andadvisors’ affiliation-related activities as applicable. 

• Sales Support & Marketing – branch qualifiers for different regional contests/promos as applicable. 

• Licensing – contest/promo-related; ID/Healthcards; sales aid materials of resigned FAs as applicable. 

• CustomerCenter – PR booklet of resigned FAs as applicable. 

• Administrative services – replenishment ofoffice forms and supplies. 

• PH IT – Sun Life Agency System (SLAS) installation, VUL e-learning database for newly coded FAs and access deactivation of resigned FAs as applicable. 

Job Category:

Posting End Date: