Join our esteemed financial services firm in the Philippines as a Client Services Sales Manager at Sun Life of Canada Philippines Inc. or Sun Life Asset Management Company Inc. In this pivotal role, you will lead a team of Client Sales Engagement Associates to drive unit growth, mentor advisors, and deliver exceptional financial services. If you are a dynamic leader passionate about team development, we invite you to join us.

Core Leadership and Development:

1. Lead and motivate a team of Client Sales Engagement Associates to achieve targets.

2. Provide guidance on effective sales techniques and financial planning strategies.

3. Conduct regular performance evaluations and provide constructive feedback.

4. Organize training sessions and workshops to enhance team skills.

5. Foster a collaborative team culture focused on achieving goals.

Sales and Business Development:

1. Drive unit sales performance by setting ambitious targets and strategies.

2. Monitor team activities and conversion rates to ensure targets are met.

3. Lead by example in sales meetings and client engagements.

4. Collaborate with the Agency Sales Leader on marketing initiatives.

5. Identify new business opportunities to expand the client base.

Client Relationship Management:

1. Assist in building and nurturing client relationships.

2. Participate in client meetings to provide financial advice.

3. Address escalated client inquiries promptly.

4. Conduct periodic portfolio reviews with associates.

5. Maintain high client satisfaction and retention.

Operational Management:

1. Oversee daily unit operations and ensure adherence to policies.

2. Monitor budgets, expenses, and revenue targets.

3. Collaborate with internal departments for compliance.

4. Prepare regular performance reports for management.

5. Stay updated on industry trends and regulatory changes.

Experience:

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

2. Proven track record of leading high-performing teams.

3. Knowledge of Philippine financial products and regulations.

4. Experience in developing and executing sales strategies.

1.  Bachelor's degree or any related course

2.  Proven track record in sales management, or related roles.

3.  Strong leadership skills with the ability to motivate and develop a high-performing team.

4.  Excellent communication and presentation abilities in English and Filipino.

5.  In-depth knowledge of Philippine financial products, markets, and regulatory requirements.

6.  Strategic thinker with a results-oriented mindset and a drive for continuous improvement.

7.  Integrity, professionalism, and dedication to delivering exceptional client service.