Activity Management Associate

20 hours ago

Taguig, National Capital Region, Philippines Sun Life Financial, Inc. Full time ₱900,000 - ₱1,200,000 per year
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

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