Discover your dream Career
For Recruiters

Agency Engagement Specialist

Sun Life Financial, Inc. Taguig, Philippines
Posted 3 days ago Permanent Competitive

Agency Engagement Specialist

Sun Life Financial, Inc. Taguig, Philippines
Agency Engagement Specialist

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.



At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.



When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.



Discover how you can make a difference in the lives of individuals, families and communities around the world.




Job Description:




Job description (heading) / Description du poste (titre)



Support the Distribution team in driving advisor engagement and sales performance through the effective execution of
campaigns, programs, advisor communications, and sales events .



The role manages day-to-day program execution, from planning and coordination to performance monitoring and post-campaign reporting-while working closely with Agency Distribution, field teams, Marketing, Analytics, Compliance, and other stakeholders.




Qualifications (heading) / Compétences (titre)



• Bachelor's degree in
Marketing, Business Administration, Communications, Sales , or a related field.



• At least
2 years of relevant experience , preferably in insurance, financial services, sales, marketing, agency engagement, or event management.



• Experience in
campaign or program execution and coordinating multiple stakeholders.



• Strong proficiency in
Microsoft Excel and PowerPoint .



• Proficiency in
Canva or similar design tools .



• Strong organizational and project management skills with excellent attention to detail.



• Comfortable working with data, reports, and performance trackers.



• Excellent written and verbal communication skills.



• Ability to manage multiple priorities and deliver within tight timelines.




Responsibilities (heading) / Responsabilités (titre)




1. Campaign & Program Execution



  • Execute end-to-end advisor campaigns and engagement programs, including initiatives, recognition programs, and sales-driving campaigns.

  • Manage campaign timelines, deliverables, communications, and stakeholder requirements. Develop and deploy advisor materials such as emails, art cards, presentations, FAQs, and program guides.

  • Track campaign participation and deliverables, ensuring timely and compliant execution.




2. Data & Performance Monitoring



  • Monitor campaign, advisor participation, and production data to track performance against targets.

  • Maintain accurate campaign trackers and databases.

  • Prepare regular reports and dashboards highlighting progress, key metrics, gaps, and opportunities.

  • Work with Analytics and Agency Distribution teams to validate data and provide actionable insights.




3. Events & Advisor Engagement



  • Coordinate logistics and execution of sales events, advisor sessions, recognition activities, and campaign-related events.

  • Manage registrations, communications, materials, suppliers, and other operational requirements.

  • Ensure a seamless advisor experience before, during, and after each activity.

  • Support post-event evaluation and documentation of results and learnings.




4. Stakeholder & Communications Management



  • Coordinate with Agency Distribution, field teams, Marketing, Compliance, Analytics, and other support functions to ensure alignment and timely delivery.

  • Communicate campaign requirements, updates, timelines, and results clearly to stakeholders.

  • Ensure all communications and materials adhere to Sun Life brand and regulatory requirements.




Success Measures



• Timely and accurate execution of campaigns and programs



• Achievement of campaign participation and engagement targets



• Accurate and timely performance reporting



• Smooth execution of advisor events and activities



• Strong stakeholder satisfaction and collaboration



• Compliance with brand, process, and regulatory requirements




Job Category:

Sales - Distribution Support




Posting End Date:

29/11/2026

Job ID  JR00127027
More Jobs From Sun Life Financial, Inc.
Sun Life Financial, Inc.
Agency Communication and Creatives Specialist
Sun Life Financial, Inc.
Taguig, Philippines
2 months ago Full time Competitive
Sun Life Financial, Inc.
Trainer
Sun Life Financial, Inc.
Makati City, Philippines
10 days ago Full time Competitive
Sun Life Financial, Inc.
Brighter Pro Trainer Territory 2
Sun Life Financial, Inc.
Taguig, Philippines
2 months ago Full time Competitive
Sun Life Financial, Inc.
Assistant Manager, Agency Segmentation Development, Incentives & Campaign
Sun Life Financial, Inc.
Hong Kong
7 days ago Full time Competitive
Sun Life Financial, Inc.
Manager, Agency Training Support and Services
Sun Life Financial, Inc.
Makati City, Philippines
11 hours ago Full time Competitive
Sun Life Financial, Inc.
Sales Service Associate (Baobab NBO)
Sun Life Financial, Inc.
Quiapo District, Philippines
11 hours ago Full time Competitive
Sun Life Financial, Inc.
Associate, Client Support Services (Fixed Term)
Sun Life Financial, Inc.
Taguig, Philippines
1 day ago Full time Competitive
Sun Life Financial, Inc.
Software Quality Engineer II
Sun Life Financial, Inc.
Taguig, Philippines
3 days ago Full time Competitive
Sun Life Financial, Inc.
Project Manager
Sun Life Financial, Inc.
Taguig, Philippines
3 days ago Full time Competitive
Sun Life Financial, Inc.
Analyst - Product Development
Sun Life Financial, Inc.
Taguig, Philippines
3 days ago Full time Competitive

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.
More Jobs Like This
Sun Life Financial, Inc.
Agency Communication and Creatives Specialist
Sun Life Financial, Inc.
Taguig, Philippines
Swiss Re
Community Engagement Specialist
Swiss Re
Bangalore, India
Social, Gender & Public Engagement Specialist
ICF International, Inc.
Bangalore, India
Booking.com
Connectivity Partner Engagement Specialist
Booking.com
Amsterdam, Netherlands
Strategic Customer & Engagement Specialist
Royal London Mutual Insurance Society
Edinburgh, United Kingdom