Find On-site/Hybrid Jobs

Join our reputable financial services firm in the Philippines as an Business Development Director at Sun Life of Canada Philippines Inc. and Sun Life Asset Management Company Inc., where you will play a pivotal role in driving the sales performance of Client Service Sales Managers and their teams of Business Sales Development Associates. This position requires a strategic approach to sales management, coaching, and development to ensure the achievement of revenue targets and client satisfaction. If you are a dynamic leader with a proven track record in sales management within the financial industry, we invite you to be a part of our team.

Sales Strategy and Execution:

1. Develop and implement sales strategies to drive unit revenue growth and meet targets.

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

3. Collaborate with Client Service Sales Managers to create actionable sales plans aligned with company objectives.

4. Provide guidance on effective sales techniques, client engagement, and closing strategies.

5. Monitor sales performance metrics, such as conversion rates and client acquisition, to drive results.

6. Conduct regular sales reviews and strategy meetings with Client Service Sales Managers for performance improvement.

Core Leadership and Development:

1. Lead and mentor a team of Client Service Sales Managers to excel in their roles and achieve sales objectives.

2. Provide coaching, training, and performance feedback to enhance manager and advisor capabilities.

3. Set clear performance expectations and KPIs for Client Service Sales Managers, monitoring progress regularly.

4. Foster a culture of collaboration, accountability, and continuous improvement within the sales teams.

5. Conduct regular team meetings, sales training sessions, and workshops to enhance skills.

Client Relationship Management:

1. Participate in key client meetings alongside Client Service Sales Managers and Business Sales Development Associates.

2. Address escalated client inquiries or concerns, ensuring timely and satisfactory resolution.

3. Identify opportunities for cross-selling or upselling financial products and services.

4. Monitor client satisfaction levels and take proactive steps to enhance client retention.

5. Act as a point of contact for high-value clients, building strong and enduring relationships.

Operational Management:

1. Oversee the overall sales operations, ensuring compliance with company policies and regulations.

2. Collaborate with internal departments such as Compliance, Operations, and Marketing for seamless operations.

3. Monitor sales budgets, expenses, and revenue targets, making data-driven decisions for optimization.

4. Ensure accurate and timely reporting of sales performance, forecasts, and key metrics.

5. Implement best practices and process improvements to enhance operational efficiency.

Education and Certifications:

1. Bachelor's degree or any related course

2. Registered Financial Planner (RFP) certification or equivalent preferred but not mandatory

3. Additional certifications such as Chartered Financial Analyst (CFA) is beneficial but not mandatory

Experience:

1. Minimum of 3 to 5 years of progressive experience in sales management within the financial services industry.

2. Proven track record of leading and motivating teams to achieve sales targets.

3. Demonstrated success in developing and implementing effective sales strategies.

Leadership and Management Skills:

1. Strong leadership abilities with a focus on team development and mentorship.

2. Experience managing unit managers and Financial Advisors, providing guidance and coaching.

3. Ability to inspire and motivate teams to deliver exceptional results.

4. Track record of fostering a high-performance culture and achieving business objectives.

Sales and Business Development:

1. In-depth understanding of sales principles, techniques, and market dynamics.

2. Ability to analyze market trends, competitor activities, and client needs to drive growth.

3. Proficient in developing and executing strategic sales plans to achieve revenue targets.

4. Skilled in identifying new business opportunities and expanding client base.

Client Relationship Management:

1. Exceptional client-facing skills with the ability to build and maintain strong relationships.

2. Experience conducting client meetings alongside advisors, providing expert financial advice.

3. Proven ability to address client inquiries or concerns promptly and effectively.

4. Focus on enhancing client satisfaction and retention through personalized service.

Operational and Compliance Knowledge:

1. Sound understanding of Philippine financial products, markets, and regulatory environment.

2. Familiarity with compliance requirements and ability to ensure adherence within the team.

3. Ability to oversee unit operations, budgets, and performance metrics.

Communication and Presentation Skills:

1. Excellent communication skills in English and Filipino, both written and verbal.

2. Proficiency in delivering clear and compelling presentations to clients and stakeholders.

3. Ability to articulate complex financial concepts in a simple and understandable manner.

Analytical and Problem-Solving Abilities:

1. Strong analytical skills with the ability to interpret data and make strategic decisions.

2. Experience in analyzing sales performance metrics, identifying areas for improvement.

3. Proactive approach to problem-solving, implementing effective solutions.

Strategic Thinking and Results Orientation:

1. Strategic thinker with the ability to develop long-term business growth plans.

2. Results-oriented mindset with a focus on achieving and exceeding sales targets.

3. Ability to drive performance, monitor progress, and adjust strategies accordingly.

Ethical Conduct and Professionalism:

1. Commitment to ethical conduct, integrity, and compliance with industry standards.

2. Professional demeanor with a dedication to representing the organization positively.

Adaptability and Resilience:

1. Ability to thrive in a fast-paced and dynamic work environment.

2. Resilience in the face of challenges, with a solution-oriented approach.

3. Flexibility to adapt to changing market conditions and business priorities.

Collaborative and Team-Oriented Approach:

1. Collaborative mindset with a focus on working cross-functionally with internal teams.

2. Ability to foster a positive and inclusive team culture, promoting teamwork.

3. Strong interpersonal skills with a dedication to building a cohesive and successful team.

Talent Acquisition & Recruitment Strategy

1.     Develop and execute innovative recruitment strategies to attract high-performing insurance agents and sales professionals.

2.      Utilize social media, networking events, and industry contacts to build a pipeline of top talent.

3.     Implement referral programs and incentives to encourage agent recruitment.