Specialist
Sun Life Financial
Taguig, Manila
5d ago

Job Description :

1. Conduct program presentations / orientation to companies & institutions for applicable group life & employee marketing products & services

2. Conduct leads generation activities to support sales initiatives and coordinate with financial advisors to translate leads to sales by applying tools / programs developed for this purpose (i.e. STEPS)

3. Develop, establish and maintain productive business relationship with assigned intermediaries (agency force, brokers)

4. Establish and maintain a healthy relationship with institutional customers / clients and head office support group

5. Assist in the conceptualization and implementation of awareness-generation activities that will support initial and subsequent sales (i.e. sales campaigns)

6. Coordinate with STD on training requirement of assigned intermediaries to ensure product & service standards are observed in promoting the Group Life & Employee Marketing program to customers

7. Handle group business related requirements of intermediaries particularly those viewed as potentials leads for the STEPS / Financial Planning program and other SBS programs that supports cross-

selling initiative on Group Life accounts

Job Category :

Sales - Distribution Support

Posting End Date : 26 / 09 / 2019

26 / 09 / 2019

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