Agency Sales Leader

Join our reputable financial services firm in the Philippines as an Agency Sales Leader at Sun Life of Canada Philippines Inc. and Sun Life Asset Management Company Inc. In this pivotal role, you will drive the sales performance of Client Services Sales Managers and their teams of Client Services Sales Engagement Associates. This position requires a strategic approach to sales management, coaching, and development to achieve revenue targets and client satisfaction.

Sales Strategy and Execution:

1. Develop and implement sales strategies to drive revenue growth.

2. Analyze market trends and client needs to identify business opportunities.

3. Collaborate with Client Services Sales Managers to create actionable sales plans.

4. Provide guidance on sales techniques and client engagement.

5. Monitor sales performance metrics, including conversion rates.

6. Conduct regular sales reviews with Client Services Sales Managers.

Core Leadership and Development:

1. Lead and mentor Client Services Sales Managers to excel in their roles.

2. Provide coaching and performance feedback to enhance capabilities.

3. Set clear performance expectations and KPIs for the team.

4. Foster a culture of collaboration and continuous improvement.

5. Conduct regular meetings and training sessions.

Client Relationship Management:

1. Participate in key client meetings and address escalated inquiries.

2. Identify cross-selling and upselling opportunities.

3. Monitor client satisfaction and enhance retention strategies.

4. Build strong relationships with high-value clients.

Operational Management:

1. Oversee sales operations to ensure compliance with policies.

2. Collaborate with internal departments for seamless operations.

3. Monitor sales budgets and make data-driven decisions.

4. Ensure accurate reporting of sales performance.

Experience:

1. 2 to 5 years in sales management or related roles.

2. Proven success in driving sales performance.

3. Strong understanding of Philippine financial products and regulations.

Skills and Competencies:

1. Exceptional leadership and people management skills.

2. Strong sales acumen and communication skills in English and Filipino.

3. Analytical mindset and customer-centric approach.

• Bachelor's degree or any related course
• Registered Financial Planner (RFP) certification or equivalent preferred but not mandatory
• Additional certifications such as Chartered Financial Analyst (CFA) is beneficial but not mandatory
• 2 to 5 years in sales management or related roles.
• Proven success in driving sales performance.
• Strong understanding of Philippine financial products and regulations.
• Skills and Competencies:
• Exceptional leadership and people management skills.
• Strong sales acumen and communication skills in English and Filipino.
• Analytical mindset and customer-centric approach.