Activity Management Associate
4 weeks ago
Activity Management Associate page is loaded## Activity Management Associatelocations: Taguig City, National Capital Region (Manila)time type: Full timeposted on: Posted Todayjob requisition id: JR 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. Discover how you can make a difference in the lives of individuals, families and communities around the world.**Job Description:****Job description*** Contributes to sustaining advisor engagement and program compliance through inquiry management, simple issue resolution, escalation, and nudging.* Responsible for managing program logistics, maintaining accurate membership records, coordinating training requirements, and ensuring smooth onboarding and offboarding processes.* Delivers regular onboarding sessions to new members.* Helps sustain program efficiency through administrative support, field communications, and routine operational tasks.* Identifies common advisor questions or confusion and flags recurring patterns to the Specialist* Proactively follows up on pending issues, invitations, or callouts to ensure timely resolution* Responds with empathy and professionalism when assisting advisors, escalating only when needed* Ensures accuracy in membership tagging and proactively follows up on missing or unclear advisor records* Prioritizes tasks effectively during high-volume and transition periods* Maintains clarity and professionalism in communication, even during process changes or escalations**Preferred skills*** Familiarity with administrative processes and program support* Basic understanding of CRM systems and advisor workflows is a plus* Proficiency in Microsoft Excel, Outlook, and document coordination tools (e.g., SharePoint, MS Teams)* Comfortable managing group communications and working across departments* Experience with ticketing systems or helpdesk platforms is an advantage* Exposure to CRM systems (e.g., Salesforce) is a plus**Qualifications*** Bachelor’s degree in Business, Operations, Communications, Marketing, or a related field* 1–3 years of experience in program coordination, admin support, or field-facing operations* Experience working with advisors, field teams, or customer-facing environments is a plus* Strong attention to detail and organization skills required**Responsibilities*** Advisor Engagement & Support (50%) + Maintain a visible presence from the program team to advisors through online channels. + Provide prompt response and resolve simple issues raised through online channels. + Organize timely nudges and reminders via email callouts or SSA coordination. + Escalate concerns to the specialist or product owner. + Maintain organized records of advisor issues, feedback, and follow-ups. + Document common advisor concerns for the purposes of creating support materials (e.g., FAQs, quick guides, templates). + Deliver onboarding sessions to new members on a regular schedule.* Program Administration (50%) + Maintain CAMP membership lists, including active, newly onboarded, and removed advisors. + File IT tickets for onboarding (e.g., system access, license activation) and offboarding (e.g., access removal) and monitor request fulfillment + Handle administrative tasks related to Campaigns such as procurement, disbursement, and leaderboard art cards. + Handle administrative tasks related Learning Sessions, such as logistics, attendance, and feedback collection.**Job Category:**Sales - Distribution Support**Posting End Date:**29/11/2025**Shine together**At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.**Make life brighter**We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.**Shape the future**With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.Join a top employer for a brighter future. Visit#J-18808-Ljbffr
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Activity Management Associate
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