Bancassurance & Financial Planning Specialist

Sun Life Grepa Financial, Inc.; San Juan; On-site; PHP 260,000 - 360,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a candidate to conduct financial planning interviews and analyze client needs. The role entails preparing reports with product recommendations and delivering after-sales services. You will build strong relationships with bank branch personnel and generate referrals for the bank.

The ideal candidate has a bachelor's degree and at least one year of relevant experience, with a focus on client service and financial solutions.

Qualifications

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

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

Skills

Financial planning

Report preparation

Relationship building

Referral generation

Customer service

Education

Bachelor's/College Degree in any field

Job description

Sun Life Grepa Financial, Inc. is seeking a candidate to conduct financial planning interviews and analyze client needs. The role entails preparing reports with product recommendations and delivering after-sales services. You will build strong relationships with bank branch personnel and generate referrals for the bank.

The ideal candidate has a bachelor's degree and at least one year of relevant experience, with a focus on client service and financial solutions.