Sales Support analyst - production (advisor level)Sun Life Financial

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll 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, you'll 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:
Please enter the external job description here (remove this line)
Job description (heading) / Description du poste (titre)
The position is responsible for the generation of accurate production data for use of management and agency force for purposes of determining sales trends and directions; maintenance of advisors' production and achievement records; monitoring of advisors' production relative to the different sales campaigns; coordination with IT regarding system enhancements
Preferred skills (heading) / Compétences particulières (titre)
Advanced knowledge and know how in using MS EXCEL
Knowledge in using SL Internal Systems is an advantage
Qualifications (heading) / Compétences (titre)
Must be good in communication, problem solving and organizational skills;
Must have a vast knowledge of the products
Responsibilities (heading) / Responsabilités (titre)
Prepare daily, monthly, and quarterly production reports to monitor regular sales progress as well as contest updates
Generate production/results for ALL ADVISORS. This will cover all monthly, quarterly (Love Month, Summer Campaign, August Champions and President's Month) and Annual Contests (Sales Excellence Awards, SLF Producers' League, Macaulay Club, MDRT, etc) ensuring that all conditions of the contests have been applied, all adjustments were all accounted for, and all parties have signed off before announcement of winners
Maintain production records of advisors by overseeing thr uploading of production data of the advisors right after a contest/year has ended
Attend to production related inquiries by the agency force and stakeholders.
Act as a liaison between Sales and IT regarding enhancements and fixes in the system; conduct periodic evaluation of current standards in doing the reports and take the lead in requesting for improvement of such.
Ensure compliance to all audit requirements related to sales production.
Job Category: Channel Management
Posting End Date:
Sun Life Financial

Manila City, Metro Manila Taguig City, Metro Manila
Permanent
Full-time