Bancassurance Specialistnew

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:

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.Job Description

Preferred skills:

• Successful experience as a sales representative or sales manager, consistently meeting or exceeding targets
• Committed to continuous education through workshops, seminars and conferences
• Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization
• Proven ability to drive the sales process from plan to close
• Strong business sense and industry expertise
• Excellent mentoring, coaching and people management skills

 

Qualifications :

• Min of a Bachelor degree, preferably from Finance, Business and Sales background.
• Having a Certification in Financial Planning, leadership and/or Sales Management are preferable
• A 5 years plus of experience in managing Bancassurance business

 

Responsibilities:

Develop sales strategy to ensure RR sales target is achieved

Actively communicate and closely engage with bank partners to drive sales through several initiatives and programs

Actively coordinate with related Departments to support functions, such as budgeting, event, manpower, to ensure activities are run smoothly

Monitor data of sales achievement as well as sales performance related to production and contest

Ensuring Sales Quality is excellent using sales indicators of persistency, client satisfaction, and productivity

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

Job Category:

Channel Management

Posting End Date:

30/08/2026