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

Manager II, Market Intelligence and Solutions & Productivity Academy

Early Applicant
  • Posted 26 days ago
  • Be among the first 10 applicants
8-10 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:

This role is designed to drive strategic growth in Sun Life's Individual Life business, particularly in the broker channel segments (HNW, Local and MCV Broker), and help maintain the company's market-leading position. The position represents a shift from a product-driven sales model to a more holistic, solution-driven distribution approach.

Key objectives include:

1. Optimizing product mix and developing sales tools in collaboration with Market Intelligence.

2. Executing strategies for Investment-Linked Assurance Scheme (ILAS) and High Net Worth (HNW) products.

3. Expanding HNW Eco System and Family Office Added Value Services.

4. Managing the HNW ecosystem and developing new partnerships.

5. Supporting broker education through the Broker Academy and online training systems.

6. Providing sales support and promotions for broker teams across various channels.

7. Delivering comprehensive wealth management advice and tailored financial planning solutions.

8. Driving the execution of product strategies through promotional activities, client seminars, and training sessions.

9. Developing and expanding networks with channels and external partners to provide holistic solutions for clients.

The role aims to accelerate business growth, increase market share, and contribute to Sun Life's ambition of becoming a top 5 Life insurance company by implementing a more integrated and solution-oriented approach to distribution and client services.

Education and experience

  • University degree, major in Business, Finance or Accounting is preferred.
  • At least 8-10 years relevant wealth and Life & Health broker sales support in insurance industry experience.
  • Strong Market Intelligence experience
  • Ability to transform complicated concepts into simple stories and presentations to motivate the distribution channels and gain their buy-in with the experience in frequently includes giving valuable education and advice to channels & clients. The ability to approach ever changing situation proactively is beneficial because it can complete tasks more quickly and prioritize client needs.
  • The ability to prioritize and address channels & clients needs as it usually contributes to the quality of the client relationships.
  • Proficient in use of computer software (including power point, excel and words) with Multi-task

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:

Sales - Distribution Support

Posting End Date:

29/11/2025

Date Posted: 10/09/2025

Job ID: 125848407

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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: 05-10-2025 01:10:44 AM
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