Agency Sales Leader

Join our reputable financial services firm in the Philippines as an Agency Sales Leader at Sun Life of Canada Philippines Inc. and Sun Life Asset Management Company Inc. In this pivotal role, you will drive the sales performance of Client Services Sales Managers and their teams of Client Services Sales Engagement Associates. This position requires a strategic approach to sales management, coaching, and development to achieve revenue targets and client satisfaction.

Sales Strategy and Execution:

1. Develop and implement sales strategies to drive revenue growth.

2. Analyze market trends and client needs to identify business opportunities.

3. Collaborate with Client Services Sales Managers to create actionable sales plans.

4. Provide guidance on sales techniques and client engagement.

5. Monitor sales performance metrics, including conversion rates.

6. Conduct regular sales reviews with Client Services Sales Managers.

Core Leadership and Development:

1. Lead and mentor Client Services Sales Managers to excel in their roles.

2. Provide coaching and performance feedback to enhance capabilities.

3. Set clear performance expectations and KPIs for the team.

4. Foster a culture of collaboration and continuous improvement.

5. Conduct regular meetings and training sessions.

Client Relationship Management:

1. Participate in key client meetings and address escalated inquiries.

2. Identify cross-selling and upselling opportunities.

3. Monitor client satisfaction and enhance retention strategies.

4. Build strong relationships with high-value clients.

Operational Management:

1. Oversee sales operations to ensure compliance with policies.

2. Collaborate with internal departments for seamless operations.

3. Monitor sales budgets and make data-driven decisions.

4. Ensure accurate reporting of sales performance.

Experience:

1. 2 to 5 years in sales management or related roles.

2. Proven success in driving sales performance.

3. Strong understanding of Philippine financial products and regulations.

Skills and Competencies:

1. Exceptional leadership and people management skills.

2. Strong sales acumen and communication skills in English and Filipino.

3. Analytical mindset and customer-centric approach.

We are one of a leading player in the BPO and Call Center industry, committed to delivering exceptional customer experiences. We’re looking for a Customer Service Representative to join our dynamic team.

• Respond to customer inquiries via phone, email, and chat.
• Resolve issues and provide solutions to enhance customer satisfaction.
• Document interactions and maintain customer database.
• Collaborate with team members to improve service processes.
• Upsell products and services when appropriate.

Other:

• Working days will be Monday- Saturday
• Sunday is a Fixed Rest Day
• We are accepting applicant without any work experience
• This is Onsite Set-Up
• We are also hiring for the Spanish Bilingual and Arabic Bilingual

• Answer inbound calls and respond to customer inquiries in a timely manner.
• Maintain a high level of professionalism and provide exceptional customer service.
• Document all call information according to standard operating procedures.
• Identify customer needs, clarify information, research issues, and provide solutions.
• Meet personal/team qualitative and quantitative targets.

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.

• Respond to customer inquiries via phone, email, and chat with accuracy and professionalism.
• Resolve customer complaints efficiently while maintaining a high level of satisfaction.
• Document interactions and maintain records to track issues and solutions.
• Collaborate with team members to enhance service quality and address frequent concerns.
• Provide feedback to management on process improvements to enhance efficiency.