Bancassurance Partnerships & Planning Specialist

Sun Life Grepa Financial, Inc.; Quezon City; Presencial; PHP 500.000 - 700.000; Jornada completa

Descripción de la vacante

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to help clients plan their financial futures in Metro Manila. You will conduct planning interviews, tailor insurance and financial solutions to individual needs, and deliver service that builds trust and long-term relationships.

You will also collaborate with branch banks, generate referrals, and prepare regular reports on sales activities to support branch performance in Metro Manila.

Responsabilidades

• Conduct planning interviews and tailor insurance and financial solutions to individual needs.
• Deliver outstanding service that builds trust and long-term relationships.
• Collaborate with branch banks, generate referrals, and prepare regular reports on sales activities to support branch performance in Metro Manila.

Descripción del empleo

Sun Life Grepa Financial, Inc. seeks a Bancassurance Sales Officer to help clients plan their financial futures. In this role you will conduct planning interviews, tailor insurance and financial solutions to individual needs, and deliver outstanding service that builds trust and long-term relationships.

You will also collaborate with branch banks, generate referrals, and prepare regular reports on sales activities to support branch performance in Metro Manila.