Bancassurance Sales Executive (A. Bonifacio St, Biñan)

Sun Life Grepa Financial, Inc.; Biñan; On-site; PHP 250,000 - 350,000; Full time

Job summary

Sun Life Grepa Financial, Inc. in Biñan, Laguna is hiring a Financial Services Associate to support client financial planning interviews, analyze data, and present product recommendations.

You will provide after-sales service and build strong relationships with bank branch personnel to generate referrals. The ideal candidate holds a Bachelor's degree and has at least 1 year of related experience, with a customer-focused mindset and good communication skills to thrive in a fast-paced financial

Qualifications

• Bachelor's degree in any field is required.
• Minimum 1 year of relevant work experience.
• Conduct financial planning interviews.
• Analyze and prepare reports with product recommendations.
• Provide after-sales service.
• Build strong relationships with bank branch personnel.
• Generate referrals for the bank.

Responsibilities

• Undertakes financial planning interviews.
• Analyze, prepares reports and present findings with recommendation for Sun Life Grepa products.
• Provides after-sales services.
• Develops a good relationship with bank branch personnel.
• Generates referrals for the bank.

Skills

Financial planning interviews

Report analysis

Client relationship management

Referral generation

Education

Bachelor's degree

Job description

• Candidate must possess at least Bachelor's/College Degree in any field.

• At least 1 Year(s) of working experience in the related field is required for this position

• Undertakes Financial planning interviews

• Analyze, prepares reports and present findings with recommendation for Sun Life Grepa products

• Provides after-sales services

• Develops a good relationship with bank branch personnel

• Generates referrals for the bank