Bancassurance Sales Exec: Financial Planning & Bank Growth

Sun Life Grepa Financial, Inc.; Philippines; On-site; PHP 335,000 - 614,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Executive in the Philippines.

You will conduct financial planning interviews to understand clients' needs and goals, and recommend suitable Sun Life Grepa insurance and financial solutions. You will deliver exceptional after-sales service, build strong relationships with branch bank personnel, generate quality referrals through strategic client engagement, and prepare financial reports.

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

Sales aptitude

Education

Bachelor's degree in any field

Job description

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Executive in the Philippines.

You will conduct financial planning interviews to understand clients' needs and goals, and recommend suitable Sun Life Grepa insurance and financial solutions. You will deliver exceptional after-sales service, build strong relationships with branch bank personnel, generate quality referrals through strategic client engagement, and prepare financial reports.