Bancassurance & Financial Planning Advisor

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

Job summary

Sun Life Grepa Financial, Inc. is seeking a professional to conduct financial planning interviews and analyze client needs in order to present Sun Life Grepa product recommendations.

The role emphasizes building lasting relationships with bank branch personnel and generating referrals through excellent client service. Candidates should have at least a Bachelor's/College Degree in any field and a minimum of one year of related experience.

Qualifications

• Bachelor's/College Degree in any field.
• At least 1 year of working experience in the related field.

Responsibilities

• Undertakes Financial planning interviews
• Analyzes, prepares reports and presents findings with recommendations for Sun Life Grepa products
• Provides after-sales services
• Develops a good relationship with bank branch personnel
• Generates referrals for the bank

Education

Bachelor's/College Degree in any field

Job description

Sun Life Grepa Financial, Inc. is seeking a professional to conduct financial planning interviews and analyze client needs in order to present Sun Life Grepa product recommendations.

The role emphasizes building lasting relationships with bank branch personnel and generating referrals through excellent client service. Candidates should have at least a Bachelor's/College Degree in any field and a minimum of one year of related experience.