Bancassurance & Financial Planning Advisor

Sun Life Grepa Financial, Inc.; Davao City; Presencial; PHP 335.000 - 670.000; Jornada completa

Descripción de la vacante

Sun Life Grepa Financial, Inc. is seeking a dedicated professional to handle financial planning interviews and client referrals in Davao City.

The role requires a bachelor's degree and at least one year of related experience. You will analyze client data, prepare reports, and present findings with recommendations on Sun Life Grepa products, while delivering after-sales service and building strong bank partnerships.

Formación

• Bachelor's/College degree in any field.
• At least 1 year of working experience in the related field is required for this position.

Responsabilidades

• 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.

Educación

Bachelor's/College Degree in any field

Descripción del empleo

Sun Life Grepa Financial, Inc. is seeking a dedicated professional to handle financial planning interviews and client referrals in Davao City.

The role requires a bachelor's degree and at least one year of related experience. You will analyze client data, prepare reports, and present findings with recommendations on Sun Life Grepa products, while delivering after-sales service and building strong bank partnerships.