Bancassurance Financial Planner & Bank Relations

Sun Life Grepa Financial, Inc.; Naga; On-site; PHP 260,000 - 420,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a candidate with a Bachelor's degree and at least 1 year of related experience to conduct financial planning interviews, analyze reports, and present recommendations for Sun Life Grepa products.

The role involves providing after-sales services and building strong relationships with bank branch personnel to generate referrals. The ideal candidate will demonstrate strong interpersonal skills, the ability to analyze financial data, and a customer-focused

Qualifications

• Bachelor’s/College Degree in any field.
• At least 1 year of working experience in the related field.
• Undertakes Financial planning interviews
• Analyze, prepares reports and present findings with recommendation for Sun Life Grepa products
• Provides after-sales services
• Develops a good relationship with bank branch personnel
• Generates referrals for the bank

Responsibilities

• Undertakes financial planning interviews for clients.
• Analyzes and prepares reports with findings and recommendations.
• Provides after-sales services to clients.
• Develops and maintains relationships with bank branch personnel.
• Generates referrals for the bank.

Skills

Financial planning interviews

Report analysis and presentation

After-sales service

Bank branch liaison

Referral generation

Education

Bachelor's/College Degree

Job description

Sun Life Grepa Financial, Inc. is seeking a candidate with a Bachelor's degree and at least 1 year of related experience to conduct financial planning interviews, analyze reports, and present recommendations for Sun Life Grepa products.

The role involves providing after-sales services and building strong relationships with bank branch personnel to generate referrals. The ideal candidate will demonstrate strong interpersonal skills, the ability to analyze financial data, and a customer-focused