Assistant Manager, Agency Segmentation Development, Incentives & Campaign

You are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life were driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring authentic bold inspiring and impactful.

When you join Sun Life youll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions so you can make a meaningful difference in our Clients lives.

Discover how you can make a difference in the lives of individuals families and communities around the world.

Job Description:

Support the planning and execution of agency campaigns incentive programs recognition initiatives and communication activities to drive agency engagement and business growth. The role will work closely with internal stakeholders and agencies to ensure smooth implementation of various agency segmentation development and initiatives.

Responsibilities

• Support the planning and execution of agency segmentation initiatives incentive programs promotional campaigns and recognition activities.

• Coordinate agency communications including emails presentations promotional materials and digital communications.

• Monitor campaign performance participation rates and business outcomes and recommend enhancement strategies to improve effectiveness.

• Conduct post-campaign evaluations and identify key learnings opportunities and ROI improvements.

• Coordinate campaign launches communications qualification tracking and fulfillment processes.

• Support the development and promotion of MDRT culture and related development initiatives to strengthen agency engagement and recognition.

• Design and manage recognition programs that reinforce high-performance culture and advisor engagement.

• Assist in organizing agency events recognition programs and engagement activities.

• Liaise with internal departments and external vendors to ensure timely project delivery.

• Prepare reports campaign updates and presentation materials for management review.

• Support administrative duties including payment processing incentive fulfilment event logistics and record management.

Preferred skills

• Strong knowledge of MDRT programs sales contests recognition platforms and advisor development initiatives is an advantage.

• Solid campaigns and contests management with stakeholder management capabilities.

• Strong business acumen and commercial mindset.

• Excellent presentation communication and influencing skills.

• Strong analytical and problem-solving skills with the ability to translate business data into actionable insights.

• Proficiency in Excel PowerPoint and data visualization tools.

• Ability to manage multiple initiatives simultaneously in a fast-paced environment.

• Self-motivated detail-oriented and results-driven.

• Strong teamwork and leadership potential.

Qualifications

• Bachelors Degree in Business Administration Marketing Finance Data Analytics or related disciplines.

• Minimum 6-8 years of relevant experience in agency development sales management incentives campaigns agency operations business analytics or related fields.

• Experience in insurance financial services or agency distribution environments is preferred.

At Sun Life we cultivate a High-Performance Caring Culture that empowers our people to achieve outstanding results embrace continuous growth and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing collaboration and accountability are equally valued.

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