Client Segment Marketing Specialist

Sun Life Open · verified Sep 16, 2026

Taguig City Full-time Mid-level General Marketing

Mid-level General Marketing role at Sun Life. Taguig City · full-time.

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

Create monthly messages that move affluent clients toward High Net Worth status
Increase use of sales-channel tools through email, SMS, advisor scripts, and other activities
Plan client engagements and events that create networking and selling opportunities
Run nurturing programs that strengthen client relationships and develop leads
Measure each initiative by capturing and reviewing its results

What you bring

A bachelor’s degree in business or a related course
Three to five years in marketing or sales, with financial services experience
Hands-on experience working with affluent clients
Strong communication, organization, analytical, and project management skills
Working knowledge of Microsoft Office Suite; Adobe familiarity is a plus

Who this fits

You’ll suit a client-focused marketer who can engage affluent and High Net Worth audiences, coordinate projects, and assess campaign results. The role is based in Taguig City, Philippines, and sits within the Marketing team.

From the employer

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

We are seeking a Client Segment Marketing Specialist to join our Marketing team and drive client engagement and conversion initiatives targeting affluent and High Net Worth clients. In this role, you will develop and execute targeted communications, create innovative sales tools/materials to drive distribution channel activities, and orchestrate client events that build relationships and generate and nurture leads. You will need a Bachelor's degree in business, 3–5 years of marketing or sales experience in financial services, excellent communication skills, and strong project management capabilities.

Preferred skills

Excellent communication skills (both written and oral)
Knowledgeable about Microsoft Office Suite (Adobe knowledge is a plus)
Strong project management skills
Good organization and analytical skills
Interpersonal skills

Qualifications

Bachelor's degree in a business-related course
At least 3–5 years of experience in Marketing or Sales
Solid experience in the financial services industry
Experience working with the affluent market

Responsibilities

Develop and execute monthly client resell and nurturing communications to targeted affluent clients and Distribution channels that aims to convert Upper Affluent clients to High Net Worth clients
Develop and promote utilization of Sales Distribution Channel tools that will aid to increase affluent clients' consideration and interest via various platforms and activities such as e-direct mails, SMS messages, and advisor spiels
Develop and implement client engagements and events that will open networking and selling opportunities with affluent and High Net Worth clients
Implement client and leads nurturing activities that aid to deepen client relationships
Capture and monitor each activity's results to measure effectiveness of initiatives

Job Category:

Marketing

Posting End Date:

30/12/2026