Cluster Leader

7 days ago


Manila, National Capital Region, Philippines Sun Life of Canada (Philippines), Inc. Full time
Job Description

The Cluster Head will lead the channel management team and field management team to expand Sun Life's manpower and business in the assigned areas.

Key Responsibilities:

  1. Sales Performance: Deliver sales, manpower and productivity metrics.
  2. Cluster Management: Overall management of the cluster which includes management meetings.
  3. Profitability Growth: Design interventions to increase and sustain profitability via active advisors.
  4. Growth Enhancement: Design interventions to increase and sustain growth via excellence metrics (MDRT, Macaulay Club, Quarterly Medallion).
  5. Agency Development: Design interventions to increase sustainability of the agency business model via expansion.
  6. Coach and Mentor: Coach and resolve conflicts within the cluster.

Qualifications:

  1. College Graduate with Business Acumen.
  2. At least 10 years of agency management and leadership role experience.
  3. Strong planning, organization, and execution skills.

Competencies:

  1. In-depth knowledge of agency fundamentals: sales & management process, rewards & recognition, performance management, compensation.
  2. In-depth knowledge and skills in management: visioning and goal setting, business review and planning, execution and monitoring, managing resources, managing change, managing conflict.
  3. Advanced knowledge in financial products & personal financial planning.
  4. Basic knowledge: actuarial & product development, underwriting & policy administration, investment, agency compliance, government regulations relating to insurance sales.
  5. Professional education: LOMA courses or designation, Financial Planning courses or designation (e.g. SLF-AIM, RFC, RFP, ChFC).


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