Agency Sales Support Specialist (UITF)
- Manila City, Metro Manila Taguig City, Metro Manila
- Permanent
- Full-time
- help grow the SLIMTC UITF sales by developing the relationship with the SLOCPI agency distribution team and the Certified UITF Sales Personnel (CUSP) financial advisors
- has sales oversight on advisor led sales in UITF and coordinates internally for other trust products referrals
- assisting onboarded clients with their financial and non-financial related transactions and queries in a timely manner
- owner of the overall records management and process manuals for Agency related sales and activities
- Develop relationship with the SLOCPI/SLAMCI agency distribution team to reach the targeted financial advisors to encourage them to take the Certified UITF Sales Personnel (CUSP) exam and sell the SLIMTC UITFs
- Serve as the main point of contact of the CUSP Financial Advisors in SLIMTC
- Monitor UITF sales performance of the agency channel, including fees earned and responsible for delivering necessary reports to management
- Represent SLIMTC in Sun Life PH agency events
- Assists in UITF product roll outs and in CUSP recruitment and training related activities
- Assists in conceptualizing SLIMTC CUSP events, promos and incentive programs (sales campaigns) to support initial and subsequent sales
- Assists the Marketing Team in other activities to achieve overall sales targets
- Ensure complete KYC and documentation for Advisor led UITF sales prior to turn over to SLIMTC Fund Operations
- Conduct sales verification and pre-booking all back of advisor led UITF sales, when necessary
- Reconciles UITF bookings with funding of clients
- Ensures that the end-to-end booking process and documentation involving CUSP UITF sales are followed
- Liaises with SLIMTC Fund Operations to ensure CUSP UITF sales bookings and redemptions are completed within the prescribed TATs
- Coordinate with the proper team for Financial Advisor client referrals for other Trust products
- Liaises with Regulators, external counsels and other internal stakeholders, etc as may be deemed necessary
- Serves as the point of contact for direct client inquiries for onboarded accounts
- Ensures the timely delivery of required reports of the client, in addition to the standard SOA
- Monitor the mailboxes related to agency UITF financial and non-financial transactions and ensures that queries and requests are processed and met within the agreed TATs
- Ensures the timely resolution of any queries, requests, complaints received through SLIMTC’s Customer Assistance Mechanism
- Prepares pertinent reports to Management on relevant information
- Safekeeping of pertinent client files
- Tracking of sales targets and responsible for delivering necessary reports to management
- Monitor UITF sales performance of the agency channel, including fees earned
- Owns the Retail process manuals, including ensuring that these are updated in adherence to BSP regulations, as well as other regulations that may affect the Agency sales channel
- Close coordination with internal support units to meet client requirements
- Adherence to AML, data privacy and internal and external regulators compliance requirements