Bancassurance & Financial Planning Advisor

Sun Life Grepa Financial, Inc.; Montalban; On-site; PHP 240,000 - 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 and build relationships with bank branch personnel.

The role includes analyzing reports and presenting recommendations for Sun Life Grepa products, providing after-sales service, and generating referrals for the bank. The ideal applicant will develop strong client relationships and collaborate with banking partners to drive referrals

Qualifications

• Candidate must possess at least 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
• Analyzes, prepares reports and presents recommendations
• Provides after-sales services
• Develops good relationships with bank branch personnel
• Generates referrals for the bank

Skills

Financial planning

Report analysis

Relationship building

Referral generation

Education

Bachelor's 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 and build relationships with bank branch personnel.

The role includes analyzing reports and presenting recommendations for Sun Life Grepa products, providing after-sales service, and generating referrals for the bank. The ideal applicant will develop strong client relationships and collaborate with banking partners to drive referrals