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Sun Life of Canada (Philippines), Inc. Josephine Collado

Manager, Business Best Practice

Early Applicant
  • Posted a month ago
  • Be among the first 10 applicants
7-9 Years

Banking/Accounting/Financial Services

Job Description

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:

  • Investigate and resolve in a timely manner any suspected non-compliance cases/incidents related to agency

  • Develop and deliver compliance training programs and awareness materials to internal staff and agents to foster a strong compliance culture within the company

  • Provide advisory support to the business units on regulatory and compliance matters

  • Act as the contact point of regulatory and law enforcement bodies

  • Develop, maintain and implement detailed work procedures and respective manuals for proper and effective implementation of the work practices to address any market conduct concerns and risk/control issues

  • Monitor agency practices under Agency Market Conduct, Sales Process (Needs Based Selling), Recruitment and Training

  • Compile regular and ad-hoc compliance reports to the Management and our Regional Office

  • Attend and present agency quality related issues at all relevant management meeting

Job Requirements

  • University degree with over 7 years of experience, preferably in training, financial planning or insurance industry

  • Familiar with insurance related regulatory requirements

  • Insurance based qualifications such as FLMI, CFP also beneficial

  • In-depth knowledge of agency operations, management, cultures, sales practices and market conduct

  • Good training sense in terms of program development and delivery

  • Good understanding of agency best practices and market conduct concerns, and able to effectively frame and resolve agency risk management issues

  • Capability and experience in analyzing data from control perspective and also good at composing presentation deck and management report

  • Strong communication and people skills, as well as good collaboration and influencing skills

  • Strong problem solving and analytical skills with good business sense

  • Be able to work independently under pressure and tight deadlines

  • A good team player and leader

  • Fluency in spoken and written English and Chinese

We offer 5-day work, attractive salary, MPF, group life and group medical insurance and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Risk Management

Posting End Date:

29/11/2025

Date Posted: 27/08/2025

Job ID: 124909667

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About Company

Sun Life Financial Inc. is a Canadian financial services company. It is primarily known as a life insurance company. Sun Life has a presence in investment management with over CAD$1.3 trillion in assets under management operating in a number of countries.

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Last Updated: 01-10-2025 01:08:35 AM
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