Client Services Sales Manager

Sun Life Financial (Quebracho NBO)

URGENT
Дин273.8-520.3K[Monthly]
Hybrid - Pasay1-3 Yrs ExpBachelorFull-time
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Job Description

Benefits

  • Employee Recognition and Rewards

    Equity Incentive Plan, Commission, Performance Bonus, Incentives, Quarterly Gifts

  • Insurance Health & Wellness

    Accidental Death & Dismemberment Insurance, Health Insurance, Life Insurance, HMO

  • Others

    Employee Stock Purchase, Company Car, Profit Sharing

  • Perks Benefits

    Annual Company Trip, Pension Plan, Retirement Plan, Training Subsidy

  • Professional Development

    Job Training, Professional Development

  • Time Off & Leave

    Vacation Leave

  • Work-Life Balance

    Flexible Hours

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Description

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 Business Sales Development 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 Business Sales Development 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.


Talent Acquisition & Sales Recruitment:

1. Develop and implement strategic recruitment plans to source, attract, and hire top business sales professionals.

2. Leverage LinkedIn, job boards, referrals, and industry networks to build a strong pipeline of high-performing sales talent.

3. Conduct interviews, assessments, and selection processes to ensure candidates align with company goals and culture.

4. Partner with HR and leadership teams to design onboarding and training programs for new hires.


Sales Training & Development:

1. Design and deliver comprehensive sales training programs for new and existing business development professionals.

2.  Develop engaging training materials, including workshops, e-learning modules, and role-playing exercises.

3.  Provide ongoing coaching to enhance sales techniques, negotiation skills, and client relationship management.


Performance Coaching & Sales Enablement:

1.  Conduct one-on-one and group coaching sessions to improve sales productivity.

2.  Monitor and assess sales performance metrics to identify areas for improvement.

3.  Develop and implement best practices for lead generation, prospecting, and closing deals.

Requirements

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 and people management

5. Capability to manage talent acquisition programs and training and development


Requirements

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.

Consultative SalesOnline SalesTelemarketingFund SalesNetworking SkillsPeople OrientedService CalculatorFund Professional Qualification Certificateoperations managementPerformance coach
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Rommel Ravago

Senior Unit Manager Sun Life Financial (Quebracho NBO)

High response rate

Work Location

5th Floor, DoubleDragon Plaza at DD Meridian Park, 24 Diosdado Macapagal Blvd, Pasay, Metro Manila, Philippines

Posted on 07 February 2025

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