Bancassurance Sales Exec - Grow Client Wealth in Branches
Sun Life Grepa Financial, Inc.
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
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 and maintain strong relationships with branch bank personnel, generate quality referrals through strategic client engagement, and prepare clear financial reports while maintaining accurate
Qualifications
- Bachelor's degree required or fresh graduates welcome.
- Sales or marketing experience is a plus but not required.
- Excellent communication and interpersonal skills.
- Willing to be assigned in bank branches.
Responsibilities
- Conduct financial planning interviews to understand client needs.
- Recommend Sun Life Grepa insurance and financial solutions.
- Deliver outstanding after-sales service to ensure a great customer experience.
- Build 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
Education
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 and maintain strong relationships with branch bank personnel, generate quality referrals through strategic client engagement, and prepare clear financial reports while maintaining accurate
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