Sales Team Lead
2 months ago
Job Summary:
As a Sales Team Lead at Sun Life, you will play a critical role in supporting the sales team by providing administrative support to channels and agencies. This includes maintaining system records, coordinating with counterparties, and assisting in the preparation of presentation materials.
Key Responsibilities:
- Support licensing process for financial institution channels and bancassurance channels
- Maintain system records for TR under financial institution channels and bank staff for bancassurance channels
- Provide administrative support to agencies, including maintaining secretary registries, ordering name cards, and preparing reference letters
- Assist in preparing department budgets, business continuity plans, and invoices
- Handle enrollment and payment for various benefits offered to agents and agency leaders
- Coordinate with counterparties to ensure accurate system record keeping
- Assist immediate managers to maintain daily operations and improve quality of deliverables
- Review and update bilingual agency manuals and guidelines
- Participate in system enhancement and digitalization projects
- Assist supervisors to streamline workflows and improve job efficiency
Requirements:
- Degree or above in any field
- Minimum 3 years of working experience in a financial institution, with relevant experience in administrative support to distribution channels, agency movement, and agency benefits
- Proficiency in both English and Cantonese, Mandarin
- Proficient with Microsoft Office
- Good command of both spoken and written English and Chinese
- Good communication and presentation skills
What We Offer:
- 5-day workweek
- Attractive salary
- MPF
- Group life and group medical insurance
- Excellent career development opportunities
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