Client Services Sales Manager

Sun Life Financial (Quebracho NBO)

Urgente
Дин273.8-520.3K[Mensual]
Híbrido - Pasay1-3 Anos ExpBacharelTempo Inteiro
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Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Plano de incentivo capital, Comissões, Bônus de desempenho, Incentivos, Presente Trimestral

  • Saúde e Bem-Estar

    Seguro de Morte e Desmembramento Acidental, Seguro de saúde, Seguro de Vida, HMO

  • Outros

    Compra de estoque do colaborador, Carro da empresa, Compartilhamento de Lucro

  • Benefícios de Habilidades

    Viagem Anual da Empresa, Plano de Pensão, Plano de aposentadoria, Subsidio de treinamento

  • Desenvolvimento Profissional

    Treinamento de Trabalho, Desenvolvimento Profissional

  • Tempo de desligamento e Saída

    Férias Deixadas

  • Balanço de Vida

    Horas Flexíveis

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Descrição:

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.

Requisito

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.

Vendas ConsultivasVendas OnlineTelemarketingVenda de FundosHabilidades de RedePessoas OrientadasCalculadora de ServiçosCertificado de Qualificação Profissional de Fundooperations managementPerformance coach
Preview

Rommel Ravago

Senior Unit Manager Sun Life Financial (Quebracho NBO)

High response rate

Local de trabalho

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

Postado em 07 February 2025

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