Bancassurance & Financial Planning Advisor

Sun Life Grepa Financial, Inc.; Metro Manila; On-site; PHP 240,000 - 360,000; Full time

Job summary

Sun Life Grepa Financial, Inc. in Metro Manila is seeking a financial adviser to conduct financial planning interviews, assess client needs, and present findings with product recommendations.

The role involves preparing client reports, delivering after-sales services, and building strong relationships with bank branch personnel to generate referrals. The ideal candidate holds a Bachelor's degree and has at least 1 year of relevant experience.

Qualifications

• Bachelor's/College Degree in any field.
• At least 1 Year(s) of working experience in the related field is required for this position
• 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
• 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
• Maintains client relationships and follows up on financial solutions
• Collaborates with bank staff to expand client base

Skills

Financial planning interviews

Report preparation and analysis

After-sales service

Bank branch relationship building

Referral generation

Education

Bachelor's/College Degree in any field

Job description

Sun Life Grepa Financial, Inc. in Metro Manila is seeking a financial adviser to conduct financial planning interviews, assess client needs, and present findings with product recommendations.

The role involves preparing client reports, delivering after-sales services, and building strong relationships with bank branch personnel to generate referrals. The ideal candidate holds a Bachelor's degree and has at least 1 year of relevant experience.