Bancassurance & Financial Planning Specialist

Sun Life Grepa Financial, Inc.; Malvar; Presencial; PHP 240.000 - 480.000; Jornada completa

Descripción de la vacante

Sun Life Grepa Financial, Inc. in the Philippines seeks a dedicated professional to conduct financial planning interviews and engage clients. The role involves analyzing data, preparing reports, and presenting findings with product recommendations to clients.

You will also provide after-sales service, foster strong relationships with bank branch personnel, and generate referrals to expand the client network.

Formación

• Bachelor's/College Degree in any field.
• At least 1 Year(s) 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

Conocimientos

Financial planning

Report analysis

Client relationship

Bank liaison

Educación

Bachelor's/College Degree

Descripción del empleo

Sun Life Grepa Financial, Inc. in the Philippines seeks a dedicated professional to conduct financial planning interviews and engage clients. The role involves analyzing data, preparing reports, and presenting findings with product recommendations to clients.

You will also provide after-sales service, foster strong relationships with bank branch personnel, and generate referrals to expand the client network.