Bancassurance Growth Advisor — 14-Month Pay

Sun Life Grepa Financial, Inc.

Olongapo

On-site

PHP 279,000 - 446,000

Full time

8 days ago

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Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, recommend insurance and financial solutions, and deliver exceptional service. You will build relationships with branch personnel and generate referrals while maintaining accurate sales records.

Fresh graduates are welcome, and a Bachelor's degree is required. Excellent communication and interpersonal skills, motivation, and goal-orientation are essential for success in this role,

Qualifications

Bachelor's degree in any field.
Fresh graduates are welcome to apply.
Sales and marketing experience is a plus but not required.
Excellent communication and interpersonal skills.
Highly motivated, confident, and goal-oriented.
Willing to be assigned in bank branches.

Responsibilities

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

Skills

Communication skills

Interpersonal skills

Self-motivated

Confident

Goal-oriented

Branch assignment willingness

Education

Bachelor's degree in any field

Job description

Fresh graduates are welcome, and a Bachelor's degree is required. Excellent communication and interpersonal skills, motivation, and goal-orientation are essential for success in this role,

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