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 Purpose please provide a summary of the purpose and objective of the job. Rewards and Merchandize Analyst is responsible for assisting in the management, administration, and fulfillment of advisor rewards, campaign incentives, and branded merchandize. 

The role assists in checking that all rewards and recognition initiatives are engaging, brand-compliant, cost effective, and align with the current Distribution theme and / or the annual umbrella theme to help drive advisor engagement. The role will coordinate with the team to come up with exciting rewards, from conceptualization and sourcing, to fulfillment.

Major Accountabilities Identify 5-6 major accountabilities of the job (not the employee). Describe these accountabilities by what is to be accomplished, how and why. Use action verbs to begin each sentence. Avoid the use of acronyms. Include the approximate percentage of time spent on each accountability. The percentages below should sum up to 100. Major Accountabilities Rewards Program Development, and Management - (a) Collaborate with the team in the development and implementation of  rewards, incentives, and recognition programs supporting annual and quarterly sales promo.  (b) Recommend innovative, relevant, and attractive rewards that enahnce advsior engagement, motivation, and participation. 35% Rewards Fulfilment, Distribution and Inventory Management - (a)  Assist in advisor rewards fulfillment inlcuding rewards sourcing, procurement coordination, distribution and timely delivery wihtin the set guidelines. (b) Strengthen opertional efficiency through effective collaboration with suppliers, logistic partners and cross functional teams. 35% Rewards Analytics and Insights - (a) Assist in preparing reports for rewards utilization, advisor feedbacks, satisfaction surveys and rewards effectiveness that will help the the team enhance advisor experience and increase advisor engagement. 15% Creative Development and Communication Support - (a) Collaborate with the team in creating promotional creatives, art cards and other comms materials supporting rewards and incentive campaigns that are aligned with the companys' brand guidelines. 5% Financial, Procurement and Vendor Management - (a) Coordinate with the team in monitoring campaign budgets and prepare a standard report on budget utilization. (b) Faciliate vendor payment processing and other procurement requirements. 10%

Specialized Knowledge List specific types of technical or professional skills and knowledge required for the job. (a) Proficient in MS Excel and other reporting tools (b) Knowledge in Photoshop and Canva  (c) budget administraiton and expense monitoring (d) Procurement processes and vendor management (e) Keen attention to details (f) familiar with the agency force (g) organized with the ability to prioritize and multi-task 

Problem Solving Outline problem solving requirements in terms of how standardized, varied, complex and interdependent problems and issues are typically faced by this job. Provide examples if necessary. The position will address a range of operational and capacity issues: (1.)  Rewards processing, inventory monitoring, fulfillment tracking, reporting, and vendor payment coordination using established procedures and control.  (2). Assisting in changing rewards preferences, sourcing alternatives, and adapting to campaign  specific requirements. (3.) Collaborating with the ream on looking for  effective rewards system, forecasting demand, budget monitoring, and monitoring major inventory issues. (4.) Coordinating activities across multiple stakeholders like Distribution, Finance, Procurement, CXM, vendors and logistic providers to ensure seamless execution.

Education and Experience Indicate the minimum education level and years of relevant experience required to perform the work.  Include specific professional designations, licenses, registrations, if applicable. Bachelors Degree in Marketing and Business Administration or any equivalent Communication Scope Identify the level and nature of internal and external contacts with whom this job must interact regularly.  Describe the reason and frequency of their communication. The role serves as a central coordinator between Distribution, CXM, Procurement, Finance, Logistics and external suppliers, making strong stakeholder management that are essential to a successful job performance.

Job Category:

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