Bancassurance Growth Advisor

Sun Life Grepa Financial, Inc.; Metro Manila; On-site; PHP 280,000 - 420,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a candidate in Metro Manila who will conduct financial planning interviews, analyze data, and prepare reports with product recommendations. The role includes 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 related experience, ready to contribute to client service excellence in a financial services setting.

Qualifications

• Bachelor's degree in any field is required.
• At least 1 year of working experience in related field is required.

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

Relationship building

Report analysis

Client services

Education

Bachelor's Degree

Job description

Sun Life Grepa Financial, Inc. is seeking a candidate in Metro Manila who will conduct financial planning interviews, analyze data, and prepare reports with product recommendations. The role includes 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 related experience, ready to contribute to client service excellence in a financial services setting.