Regional Sales Manager Territory 3, Cluster 3B

Sun Life

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profile Job Location:

Manila - Philippines

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

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

Job Description:

Job Summary: The Regional Sales Manager will lead the field management team of his/her assigned branches to expand Sun Lifes manpower and business. He/she will oversee the execution of agreed strategic and tactical action plans to ensure delivery of the objectives for the short to medium term.

Preferred skills:

In-depth knowledge of agency fundamentals: sales & management process rewards & recognition performance management compensation

In-depth knowledge and skills in management: visioning and goal-setting business review and planning execution and monitoring managing resources managing change managing conflict

Basic knowledge in financial products & personal financial planning

Basic knowledge: actuarial & product development underwriting & policy administration investment agency compliance government regulations relating to insurance sales

Qualifications: College graduate of any business related course. Total of 8 years experience in sales organizations from insurance pre-need banking real estate direct marketing; of which 3 years was spent in life insurance.

Responsibilities:

1. Branch planning and monitoring: Ensure that every NBO goes through a business review goal-setting and action planning and progress monitoring that is aligned to company objectives & practices.

2. Manpower expansion: Drive initiatives that will enable the NBOs to achieve their manpower target. Initiatives shall include but not limited to: BOFs recruitment & selection clinics activity monitoring MC & UM appointment ISO expansion.

3. Productivity improvement: Drive initiatives that will improve productivity of advisors (i.e. activity ratio case count & case size PLAN B qualification). Initiatives shall include but not limited to: segmented interventions moving up programs customer engagement activities (e.g. FP and client forum) and activity management.

4. Execution discipline: Strengthen the execution discipline of the branch management teams. Enable NBOs to implement established business practices and guidelines consistently (e.g. JFW unit meetings market conduct standards etc.).Resource management: Utilize available resources to achieve cluster objectives.

5. Manage team performance through resource & execution planning business & performance review mentoring and coaching and staff engagement activities.

Job Category:

Sales - Distribution Support

Posting End Date:

30/12/2025

Required Experience:

Manager

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...
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Key Skills

  • Channel Partners
  • Customer Service
  • Revenue Growth
  • Product Knowledge
  • Sales Meetings
  • Account Management
  • CRM
  • Salesforce
  • Customer Base
  • New Customers
  • Territory
  • Trade shows
  • Sales Goals
  • Sales Process
  • New Clients

About Company

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We offer trusted insurance products and investment solutions to Canadian residents and organizations. Get secure access to your employee benefits, health claims and group savings plans. Or, connect with a Sun Life advisor to get life or health insurance, set up a savings plan, open an ... View more

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