Bancassurance Growth Advisor

Sun Life Grepa Financial, Inc.; Tandag; On-site; PHP 279,000 - 469,000; Full time

Benefits offered by this job

14-month guaranteed pay

Performance-based incentives

Life insurance & health coverage

Wellness programs

Vacation leave

Job summary

Sun Life Grepa Financial, Inc. invites you to become a Bancassurance Sales Officer, helping clients secure their financial future while growing a rewarding career.

You will conduct financial planning interviews, recommend Sun Life Grepa insurance and financial solutions, deliver excellent after-sales service, and build strong relationships with bank branch staff for quality referrals. Fresh graduates are welcome.

Qualifications

• Bachelor's degree required or fresh graduates welcome.
• Sales or marketing experience is a plus but not required.
• Excellent communication and interpersonal skills.
• Willing to be assigned in bank branches.

Responsibilities

• Conduct financial planning interviews to understand clients' needs and goals.
• Recommend Sun Life Grepa insurance and financial solutions.
• Deliver after-sales service to ensure customer experience.
• Build relationships with branch bank personnel.
• Generate referrals through client engagement.
• Prepare and present financial reports and recommendations.
• Maintain records of sales activities and production.

Skills

Communication skills

Interpersonal skills

Goal oriented

Education

Bachelor's degree in any field

Job description

Sun Life Grepa Financial, Inc. invites you to become a Bancassurance Sales Officer, helping clients secure their financial future while growing a rewarding career.

You will conduct financial planning interviews, recommend Sun Life Grepa insurance and financial solutions, deliver excellent after-sales service, and build strong relationships with bank branch staff for quality referrals. Fresh graduates are welcome.