Sales Service Associate

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 purpose 

Please provide a summary of the purpose and objective of the job. 

The position provides overall administrative support to assigned branch. It is responsible for monitoring branch performance and preparing standard production reports. It assists in the implementation of sales and branch activities and promotions. In addition, it provides assistance to agency force for overall branch activities and meetings, monitoring of NB application requirements to ensure speedy processing, attending to various inquiries and coordinating related requirements with concerned support departments and monitoring promotion and contest activities.  Moreover, the position handles incoming and outgoing documents and materials as well as inventory of supplies. It ensures timely dissemination of business updates and reports, 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 attainment by providing support in terms of monitoring and preparing daily and monthly branch performance and production reports following the required format of territory management and branch management.  Monitors completeness of Advisors Contracting Manual (ACM) requirements and other related reports. Assists in the implementation of sales initiatives and monitors branch promotion and activities. 

30% 

Provides support to agency force in terms of assisting the branch manager in overall branch activities and meetings. Monitors completeness of NB application requirements and coordinates related requirements with underwriting group to ensure speedy processing. Attends to the requests and inquiries of advisors and field managers and coordinates these with sales support, licensing, sales training & development, marketing, customer center, PH-IT administrative services and other concerned business units as 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. Conducts regular meetings with branch secretaries for briefing on production reports, contest and promotion mechanics. Updates the bulletin board postings on production results, memos, circulars and 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. Processes requests for Special Fund reimbursement. Monitors the 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. 

• Responding promptly to requests and inquiries on varied issues involving production 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 sales or a financial services company. 

Communication scope 

Identify the level and nature of internal and external contacts with whom this job must interact regularly.  Describe the reason and frequency of their communication. 

• Channel Management – daily production 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 and advisors' 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. 

• Customer Center – PR booklet of resigned FAs as applicable. 

• Administrative services – replenishment of office 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:

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