Bancassurance Sales Exec – Financial Planning

Sun Life Grepa Financial, Inc.; Biñan; On-site; PHP 320,000 - 420,000; Full time

Job summary

Sun Life Grepa Financial, Inc. seeks a Bancassurance Sales Executive in Laguna/Biñan to plan financial needs with clients, discuss Sun Life Grepa insurance and financial solutions, and deliver outstanding service at branch locations.

You will build strong relationships with bank personnel, generate referrals through client engagement, and prepare clear reports on sales activities and production to support business growth. Fresh graduates are welcome to apply and training will be provided.

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

Sales Proficiency

Communication

Interpersonal Skills

Education

Bachelor's degree in any field

Job description

Sun Life Grepa Financial, Inc. seeks a Bancassurance Sales Executive in Laguna/Biñan to plan financial needs with clients, discuss Sun Life Grepa insurance and financial solutions, and deliver outstanding service at branch locations.

You will build strong relationships with bank personnel, generate referrals through client engagement, and prepare clear reports on sales activities and production to support business growth. Fresh graduates are welcome to apply and training will be provided.