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Assistant Manager, Sales Personnel (Channel & Agency Support)

Sun LifeSun Life·Financial Services

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Posted

63 days

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About the role

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:

Administrative support to Channels

  • Support licensing process for FI channels & Bancassurance Channel

  • Maintenance of system record for TR under FI Channel & Bank Staff for Banca Channels   

Administrative support to Agency

  • Provide administrative support to Agency including maintain secretary registry, name card ordering, prepare reference letter & reply IRD letter, etc.

  • Provide administrative support to the department includes handle invoice payment, prepare department budget, business continue plan, etc.

  • Handle the enrollment and payment for various benefits offer to agents and agency leaders

  • Co-ordinate with counterparties (Channel support, FIN, IT and Agency) to ensure accurate system record keeping

  • Assist immediate manager to maintain daily operation run smoothly and improve quality of deliverables

Document preparation

  • Review and update bilingual agency manuals and guidelines

  • Assist in preparing presentation materials for supervisor

Process improvement & digitalization

  • Participate in system enhancement / digitalization projects  

  • Assist supervisors to streamline workflows/process by providing recommendations to improve job efficiency and accuracy.

  • Preform the tasks assigned by supervisors

Requirements

  • Degree or above in any field

  • Minimum 3 years of working experience in financial institution, relevant experience in and administrative support to distribution channels, agency movement, agency benefits and administrative support is preferred.

  • 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

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:

Channel Management

Posting End Date:

29/10/2026

Skills & Tags

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Aplyr's read

Sun Life is a global financial services leader, attracting professionals in insurance and investment with a focus on innovation and international growth.

Synthesized from recent postings & public sources

What's promising

  • Sun Life has a strong international presence, offering diverse career opportunities across various regions.
  • The company invests in cutting-edge technology, hiring roles like AI Innovator and MLOps Engineer.
  • Sun Life provides a wide range of roles, from actuarial to data governance, appealing to diverse skill sets.

What to watch

  • The financial services industry is highly competitive, posing challenges for market differentiation.
  • Regulatory changes in different countries can impact Sun Life's operations and strategic decisions.
  • Economic downturns may affect demand for insurance and investment products, impacting revenue.

Why Sun Life

  • Sun Life emphasizes innovation in technology, evident from roles like Manager, AI Innovator.
  • The company offers a global career path, with significant operations in Asia and North America.
  • Sun Life's focus on productivity and capability development is highlighted by dedicated leadership roles.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About Sun Life

Sun Life is a leading international financial services organization providing a diverse range of insurance and investment products.

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