Agency Manager

Job Description

Company Description Sun Life Grepa Financial, Inc. is a life insurance company formed through a partnership between Sun Life Financial and the Yuchengco Group of Companies in the Philippines. The company offers a range of insurance and financial solutions, including life and health protection, savings, and investment products. It serves individuals, families, and businesses through a nationwide network of financial advisors and partner institutions. Sun Life Grepa focuses on helping clients achieve financial security and peace of mind through personalized guidance and long-term relationships. Role Description This is a part-time or full-time, remote role for an Agency Manager at Sun Life Grepa Financial, Inc. The Agency Manager will oversee a team of financial advisors, providing coaching, performance monitoring, and support to help them meet sales and service goals. Daily tasks include recruiting and onboarding new advisors, conducting training sessions, reviewing sales activities, and ensuring adherence to company policies and regulatory requirements. The role also involves developing sales strategies, tracking targets, preparing regular performance reports, and coordinating with internal departments to resolve client and advisor concerns. The Agency Manager will be expected to model professional conduct, maintain strong client and team relationships, and contribute to the growth of the agency’s portfolio. Qualifications Proven experience in sales leadership, agency management, or team supervision in insurance, banking, or related financial services. Strong skills in coaching, mentoring, and performance management to support and develop a team of advisors. Ability to create and implement sales plans, monitor KPIs, and analyze performance reports. Excellent communication, presentation, and interpersonal skills for engaging with advisors, clients, and internal stakeholders. Comfort with remote work tools, CRM systems, and basic office software (e.g., spreadsheets, presentations, email platforms). Knowledge of life insurance, investments, or financial planning concepts is highly preferred; relevant licenses or certifications are an advantage. Strong ethical standards, customer-focused mindset, and ability to work independently with minimal supervision. Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent professional experience. Pay: Php20,000\.00 - Php75,000\.00 per month Benefits Opportunities for promotion Paid training Work from home Work Location: Hybrid remote in Makati