Assistant Manager, Sales Personnel (Channel & Agency Support)

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:

Provide high-quality administrative and operational support to Distribution Channels and Agency, with a focus on licensing and record management, Agency administration, documentation, stakeholder coordination, and continuous process improvement/digitalization.

Key Responsibilities

1. Channel Administration & Licensing Support

• Provide day-to-day administrative and operational support to Financial Institution (FI) and Bancassurance channels.
• Support the licensing and registration processes for FI and Bancassurance channels, ensuring required documentation and records are completed accurately and on time.
• Maintain accurate system records for Technical Representatives (TRs) under the FI Channel and bank staff supporting Bancassurance activities.
• Coordinate with relevant stakeholders to resolve administrative, licensing, and system-record issues.

2. Agency Administration & Operational Support

• Provide comprehensive administrative support to the Agency function, including maintenance of secretary registries, name card ordering, preparation of reference letters, and responses to Inland Revenue Department (IRD) correspondence.
• Support general departmental administration, including invoice processing, budget preparation and monitoring, and business continuity planning.
• Coordinate the enrolment and payment processes for benefits and programs offered to agents and agency leaders.
• Liaise with Channel Support, Finance, IT, Agency and other relevant functions to ensure accurate and timely maintenance of system records.
• Support the manager in coordinating day-to-day operations, resolving administrative issues and maintaining the quality and timeliness of deliverables.

3. Documentation & Presentation Support

• Review, maintain and update bilingual Agency manuals, operational guidelines and other reference materials to ensure information remains accurate and current.
• Prepare and format presentation materials, reports and other business documentation for management.
• Maintain proper documentation and records to support operational consistency and effective information sharing.

4. Process Improvement & Digitalization

• Participate in system enhancement, automation and digitalization initiatives supporting Agency and distribution operations.
• Review existing administrative workflows and recommend practical improvements to enhance efficiency, accuracy and service quality.
• Support implementation and testing of new or enhanced systems and processes as required.
• Work collaboratively with business and functional stakeholders to identify and address operational gaps.

5. General Support

• Provide timely support for ad hoc assignments, projects and operational initiatives as assigned by management.
• Work collaboratively across functions to ensure smooth day-to-day operations and timely completion of key deliverables.

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

At Sun Life, we’re driven by our Purpose: to help Clients build lifetime financial security and lead healthier lives. Across Asia, 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.

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:

30/05/2027