• Develop and maintain relationships with new and existing clients.
• Understand customer needs and provide tailored solutions.
• Collaborate with team members to achieve sales targets and improve processes.
• Utilize strong persuasion skills to close sales and overcome objections.
• Identify and resolve client issues promptly and effectively.
• Stay updated on industry trends and product knowledge to better serve clients.

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.

• We are seeking a motivated and results-driven Sales Representative to join our team. The ideal candidate will have excellent communication skills, a passion for customer service, and the ability to build strong relationships with clients. This role involves identifying potential clients, presenting our products/services, and closing sales to achieve company targets.
• Identify and pursue new sales opportunities through networking, cold calling, and lead generation.
• Build and maintain strong relationships with existing and prospective clients.
• Conduct product presentations and demonstrations to showcase the benefits and features of our offerings.
• Understand customer needs and tailor solutions to meet those needs.
• Meet or exceed sales targets and KPIs on a monthly and quarterly basis.
• Prepare and deliver sales proposals and contracts.
• Collaborate with marketing and product teams to develop effective sales strategies.
• Stay updated on industry trends and competitors to identify new sales opportunities.

About Us:

Pru Life UK Imperium Blaze Life Insurance Agency Inc. is a forward-thinking insurance agency that specializes in providing innovative life insurance and financial planning solutions. Our mission is to empower clients with the knowledge and tools they need to secure their financial future through tailored insurance products and comprehensive financial strategies. We value excellence, integrity, and client success. Join our growing team and help individuals and families achieve financial security.

Position Overview:

We are looking for driven and client-focused Financial Advisors to join our team at Pru Life UK Imperium Blaze Life Insurance Agency Inc. In this role, you will work directly with clients to provide expert financial advice and personalized life insurance solutions. You will have the opportunity to build relationships, develop financial plans, and offer a range of insurance products that help clients achieve their financial goals and protect their future.

Key Responsibilities:

• Client Consultation: Meet with clients to assess their financial needs, goals, and existing coverage. Provide personalized recommendations to meet those needs.
• Financial Planning: Develop detailed financial plans for clients, covering life insurance, retirement planning, and investment strategies.
• Insurance Solutions: Recommend appropriate life insurance and financial products that align with clients’ financial goals and risk profiles.
• Client Portfolio Management: Regularly review clients’ insurance portfolios and provide ongoing advice to ensure optimal coverage and alignment with their evolving goals.
• Compliance: Ensure that all financial advice and transactions comply with industry regulations and company policies.
• Client Relationship Management: Build long-lasting relationships with clients through regular follow-ups, excellent customer service, and tailored financial strategies.
• Market Awareness: Stay informed on market trends, new insurance products, and industry developments to provide up-to-date advice to clients.

What We Offer:

• Competitive Compensation: Earn Php 20K-40K weekly income, with performance-based bonuses and incentives.
• Career Growth: Opportunities for promotion to leadership roles, such as Sales Manager, with added income potential (extra Php 20K to Php 100K).
• Travel Incentives: Local and international travel opportunities for top performers.
• Comprehensive Benefits: Free HMO coverage and Agent Savings Plan for financial security.
• Flexible Work Arrangements: Open to both part-time and full-time roles, providing flexibility for individuals at different stages of their careers.

Why Join Us?

At Pru Life UK Imperium Blaze Life Insurance Agency Inc., we are committed to your success. We offer the training, support, and resources you need to build a successful career as a Financial Advisor. Whether you’re just starting out or looking to take your career to the next level, we provide a pathway to financial independence, personal growth, and career fulfillment.

Take the first step towards a rewarding career by joining our team of Financial Advisors today!

1. Actively seeks new sales opportunities through “cold calling”, networking, and social media.
2. Engage in superior customer service by making all information readily available. 
3. Demonstrate products and services as considered necessary by clients. Send/ Email proposals to prospective customers.
4. Follow up with customers on the status of their inquiries.
5. Negotiates payment and pricing in developing sales strategies.
6. Fill out all necessary business forms like Booking Information Sheets (BIS), Weekly Accomplishment Reports, Weekly Itinerary Reports, Event Booking Forms, BEO, and Individual Monitoring Form.
7. Handles Customer complaints and objections.
8. Reports weekly sales forecast.
9. Responsible of preparing contract on every event. Keep records on every client for review and historical assessment.
10. Schedule appointments and meetings as needed, facilitate customer requirement meeting both in person or remotely using current online presentation request. Answer all the questions from clients thru online and phone in a good manner.
11. Create a plan for gaining and retaining customers. Develop and manage client in a friendly, professional business relationship.
12. Evaluates competition to create a plan for engagement.
13. Demonstrate better quality time management skills and meets sales and reports deadline.
14. Make sure that the sales executive meet quota during a given period.
15. Recommend, attend and organize activities such as food tasting, trade shows, set up booths to offer and demonstrate the quality/package of our product.
16. Organize sales visitation on venues, coordinator, and companies to build and maintain the relationship.
17. Performs other duties and function as required or assigned by the Immediate Superior,
18. Protects organization’s values by keeping important information (ex. Suppliers’ info & whereabouts, data etc.) confidential.

• Present and sell company products to Food industry clients.
• Develops sales opportunities by researching and identifying potential accounts.
• Maintaining positive business relationships to ensure future sales.
• Closes new accounts.
• Ensure appropriate and timely delivery of the service and products.
• Attending networking events to attract and retain clients.
• Maintaining and updating sales, marketing and business development documentation.
• Assisting with marketing and promotional projects.

• Delivery of sales target
• Responsible for assisting homebuyers with product information.
• Assist client viewing and project presentation.
• Answer incoming calls, messages or email inquiries from prospective homebuyers.
• Efficiency in initial screening of loan documents.
• Brokers relationship and accreditation.
• Provides assistance to accredited broker's in presenting the project details to clients.
• Accomplishes and submits daily, weekly, and monthly reports.

ACTUAL SALARY RANGE: PHP 16,000.00 - PHP 19,000.00

For MANILA, CEBU, DAVAO, BACOLOD and ILOILO applicants, SMDC is in need of the following:

LICENSED BROKERS

with 5% commissions + incentives

Requirements: PRC ID

SALES ASSOCIATES

with 2% commissions + incentives

Requirements: 2 valid IDs

INTERNATIONAL MARKETING PARTNER

with 5% commissions + incentives

Requirements: OFW Passport

MANAGER PROPERTY INVESTMENT

with Php15k to Php25K/month allowance plus 3% commissions + incentives

SM Development Corporation (SMDC) is the largest and fastest-growing real estate developer in the Philippines. Championing perfectly integrated commercial and residential environments, SMDC provides every Filipino and its investors access to a sustainable and attainable cosmopolitan lifestyle. Through masterfully planned and award-winning complete developments, SMDC has been providing the dream homes of Filipinos in Metro Manila and other key cities in the Philippines.

We’re seeking a driven Project-Based Property Sales Specialist to focus on selling condo units in Mactan Cebu. In this role, you will actively promote and sell residential condo properties, guiding clients through the purchasing process.

• Sales Strategy: Develop and implement effective strategies specifically for condo unit sales to achieve targets.
• Client Relations: Build and nurture relationships with potential buyers, providing exceptional service and support.
• Market Research: Analyze market trends to identify opportunities for condo unit sales.
• Property Showings: Conduct viewings and presentations of condo units to prospective buyers.
• Negotiation: Facilitate negotiations between buyers and developers to ensure favorable outcomes.
• Documentation: Prepare and review sales agreements and contracts related to condo purchases.
• Collaboration: Work with the marketing team to create promotional materials focused on condo units.
• Reporting: Provide regular updates on condo sales activities and market conditions.

• Prepare invoices and/or delivery receipts as requested by the Sales Account Manager.

• Record invoices and delivery receipts to the monitoring log.

• Assist walk-in customers as needed.

• Assist customers in the absence of salesman concerned.

• Process online orders from facebook, viber and phone/email
• Perform basic customer service functions, such as responding to inquiries and after-sales.
• Manage order delivery timeliness; and process payments
• Communicate shipments, and/or return/refund

Assist in driving business growth through identifying new opportunities and cultivating strategic partnerships.

- Support the development and implementation of effective sales strategies to achieve targets.

- Collaborate with team members to maintain strong relationships with existing and new accounts.

- Assist in preparing regular reports and analysis to track performance metrics.

-Can do TeleMarketing : cold calls, reactivate old accounts and obtain new accounts.

-Can and willing to do client scouting (Field work)

• Conduct comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.
• Deliver exceptional after-sales services to ensure utmost customer satisfaction.
• Maintain meticulous records of production and activities, showcasing your dedication and performance.
• Provide invaluable marketing feedback, contributing to the continuous improvement of our products and services.
• Attend to all administrative functions with precision and efficiency, ensuring smooth operations.

Are you an exceptional talent who wants to realize your purpose? Join our team! We pride ourselves in having a people-first, highly collaborative and supportive culture!

Our work is more than just a paycheck – we make a difference in the lives of Filipinos by helping them achieve financial security and live healthier lives. This is our PURPOSE. You will have meaningful and impactful work, while also enjoying a supportive and energizing work environment.

Join us and experience the following:

• Competitive monthly salary guaranteed 14 months
• Comprehensive life insurance and health coverage for you and your dependents
• Comprehensive wellness programs that support your physical, financial, mental and emotional health
• Flexible work schedule and hybrid work set up for non-sales roles
• Generous vacation leave policy that allows you to recharge and return to work refreshed and celebrate your special moments
• Access to various learning and development opportunities

JOB TITLE: Business Development Associate

JOB LEVEL: Rank & File

NUMBER OF VACANCIES: 2 FTEs

WORK LOCATION: Cebu City, Cebu, Philippines

REMOTE/ONSITE/HYBRID: On-site

FULL TIME/PART-TIME: Full-time

Position Description & Scope of Work:

To assist the development and growth of profitable new business and to develop and maintain effective key strategic relationships with insurance and other business partners. This position will also ensure business growth through directing and managing business development activities to ensure these are delivered in accordance with the organizational strategy.

In support of the overall business strategy of institutionalizing digital solutions for more efficient customer service delivery, this position will also be responsible for coordinating the overall planning and project management.

• Assist Account Officer(s).
• Prepare and present sales and revenue reports to the Management.
• Delivers sales presentations clearly & accurately with prospects and existing clients including sales updates with internal stakeholders.
• Consistently achieve & deliver Quarterly & Yearly production revenue goals & targets.
• Build and promote strong, long-lasting customer relationships by understanding their needs.
• Sustains rapport with key accounts by making periodic visits; exploring specific needs; and anticipating new opportunities.
• Includes management and fulfillment of deliverables of newly closed/renewed accounts.
• Monitoring of new/renewal business deliverables
• Tracking of daily transactions received from various touch points and ensuring requests are properly attended to.
• Coordination with customers and other groups to ensure completion of support requirements within the agreed quality and timeline.
• To call out for prospective clients to get their basic information and upload it to the system.
• Other assigned tasks and duties as required.

1. Office Administration

• Ensure that help desks staff perform and complete necessary administrative tasks such as (but not limited to) billing summary creation, budget monitoring, office supplies inventory, materials requisition, etc.
• Ensure that all operational trackers are updated regularly
• Management of maintenance and documentary processing of all vehicles assigned.
• Manage Housekeeping and Landscaping Operations on the facilities assigned
• Take lead on office related operations: Office Planning, Implementation of House rules, Office environment improvement and upkeep.
• Find & suggest ways to improve general administrative processes

2. Insurance and Permits Monitoring and Management

3. Asset Management

4.Reports and Others

• Perform such other related duties as directed by his/her superiors or agreed upon from time to time.
• Submission of Incident Report within 24-hours from the occurrence of the incident and initiating discussion until the report was closed.
• Provide assistance to properly accomplish Special Projects assigned to the Team.