Sales Service Associate
Sun Life Financial
Iloilo City, Iloilo
3d ago

Job Description : BRANCH ADMIN


  • Monitors, maintains and conducts monthly inventory of branch supplies, forms and equipment following approved guidelines and procedures.
  • Coordinates and handles proposal system and AMS-related upgrades to helpdesk.
  • Conducts regularly meetings with the branch secretaries and staff regarding updates, and new procedures especially during contest month.
  • Handles and coordinates incoming and outgoing documents and materials for the two-SL product lines. *Check Special Fund reimbursement of the branch.

  • Assist in the implementation of Sales initiatives (Sales and Licensing Promos).
  • Monitors the completeness of requirements (ACM, Pop Test result , Sun Select, Top 100 and recommendation if necessary) submitted prior to BTC 1 and coding of the recruit.
  • Prepares a standard daily monitoring report on life and mutual funds new business applications, following the required format, for submission to the Sales Head.
  • ASSISTANCE TO AGENCY FORCE (FMs and Advisors) *Assist the Branch Manager in over-all branch activities (Meeting, K / O, Teambuildings, Assembly) .

  • Coordinates with Underwriting and / or Client Services regarding additional requirements to facilitate new business processing.
  • Monitors and updates branch promos.
  • Distributes duplicate ORs and policy contracts.
  • Distribute ACS and Persistency reports.
  • Responds to policy and administration-related inquiries using INGENIUM, etc. as required, coordinates with appropriate departments when necessary.
  • Coordinates and facilitates different branch activities. *Coordinates with Marketing department re : branch qualifiers for different regional contests / promos.
  • Requests corporate giveaways and sales aid through ARMS.
  • Coordinates SL initiated trainings and agents’ affiliation-related activities to STD.
  • Facilitates resigned agents’ surrendered items.
  • Posts company-related updates in the bulletin board / s (production monitoring, memos, circulars, news and noteworthy)
  • Distributes monthly the updated Mutual Fund Sales presentation materials (Fact Sheets) to the licensed MF Representatives.
  • PERSONAL DEVELOPMENT / Annual Devpt. (Short Term)

  • Working knowledge of Sun Life Products.
  • Attend at least 16 hours of training per year.
  • VUL / Traditional persistency familiarization.
  • Reporting of daily attendance (in and out, OT, VL and SL).
  • Attend department and cluster GA’s meetings.
  • Job Category :

    Sales - Distribution Support

    Posting End Date : 01 / 08 / 2019

    01 / 08 / 2019

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