Bancassurance Relationship & Planning Specialist

Sun Life Grepa Financial, Inc.; Malay; On-site; PHP 300,000 - 420,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a capable professional to conduct financial planning interviews and analyze client data to recommend Sun Life Grepa products. The role emphasizes building strong relationships with bank branch personnel and delivering after-sales support.

The ideal candidate holds a Bachelor’s degree and has at least one year of related experience, with a focus on referrals and client service within the banking network.

Qualifications

• Bachelor's degree in any field.
• At least 1 year of working experience in the related field.
• Undertakes Financial planning interviews.
• Analyzes, prepares reports and presents findings with recommendations for Sun Life Grepa products.
• Provides after-sales services.
• Develops a good relationship with bank branch personnel.
• Generates referrals for the bank.

Responsibilities

• Undertakes financial planning interviews.
• Analyzes, prepares reports and presents findings with recommendations 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

Interviewing

Report analysis

Relationship building

Referrals

Education

Bachelor's degree

Job description

Sun Life Grepa Financial, Inc. is seeking a capable professional to conduct financial planning interviews and analyze client data to recommend Sun Life Grepa products. The role emphasizes building strong relationships with bank branch personnel and delivering after-sales support.

The ideal candidate holds a Bachelor’s degree and has at least one year of related experience, with a focus on referrals and client service within the banking network.