Bancassurance & Financial Planning Advisor

Sun Life Grepa Financial, Inc.; Hinigaran; On-site; PHP 300,000 - 420,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, understand client needs, and recommend Sun Life Grepa insurance and financial solutions.

The role focuses on delivering excellent after-sales service and building trusted relationships with clients and branch bank personnel. The position involves generating quality referrals through strategic client engagement and preparing financial reports and actionable recommendations to support

Responsibilities

• Conduct financial planning interviews to understand clients' needs and goals
• Recommend suitable Sun Life Grepa insurance and financial solutions
• Deliver exceptional after-sales service to ensure an outstanding customer experience
• Build and maintain strong relationships with branch bank personnel
• Generate quality referrals through strategic client engagement
• Prepare and present financial reports and recommendations

Job description

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, understand client needs, and recommend Sun Life Grepa insurance and financial solutions.

The role focuses on delivering excellent after-sales service and building trusted relationships with clients and branch bank personnel. The position involves generating quality referrals through strategic client engagement and preparing financial reports and actionable recommendations to support