Bancassurance Sales Exec: Financial Planning & Partners

Sun Life Grepa Financial, Inc.; Ozamiz; On-site; PHP 180,000 - 240,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a qualified candidate to join our team in Misamis Occidental. The successful applicant will conduct financial planning interviews, analyze client needs, and present findings with product recommendations.

The role requires at least a Bachelor's degree and 1 year of related experience, with responsibilities including after-sales service, building strong relationships with bank branch personnel, and generating referrals for the bank.

Qualifications

• Bachelor's degree in any field is required.
• Minimum 1 year of related experience.

Responsibilities

• Undertakes financial planning interviews.
• Analyzes and prepares reports with product recommendations.
• Provides after-sales services.
• Develops good relationships with bank branch personnel.
• Generates referrals for the bank.

Skills

Financial planning

Report writing

Client relationships

Referral generation

Education

Bachelor's degree

Job description

Sun Life Grepa Financial, Inc. is seeking a qualified candidate to join our team in Misamis Occidental. The successful applicant will conduct financial planning interviews, analyze client needs, and present findings with product recommendations.

The role requires at least a Bachelor's degree and 1 year of related experience, with responsibilities including after-sales service, building strong relationships with bank branch personnel, and generating referrals for the bank.