Bancassurance Sales Exec: Kickstart Your Financial Advisory

Sun Life Grepa Financial, Inc.; Metro Manila; On-site; PHP 350,000 - 600,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Executive in the Philippines. The role focuses on conducting financial planning interviews, recommending Sun Life Grepa products, and delivering excellent customer service.

You will build strong relationships with branch bank personnel, generate referrals, and prepare financial reports. Fresh graduates are welcome, and a degree in any field is acceptable.

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 client needs and goals.
• Recommend suitable Sun Life Grepa insurance and financial solutions.
• Deliver after-sales service to ensure a great 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

Motivated

Confident

Goal oriented

Education

Bachelor's degree

Job description

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Executive in the Philippines. The role focuses on conducting financial planning interviews, recommending Sun Life Grepa products, and delivering excellent customer service.

You will build strong relationships with branch bank personnel, generate referrals, and prepare financial reports. Fresh graduates are welcome, and a degree in any field is acceptable.