Bancassurance Sales Executive (AURORA BLVD, COR Madison)

Sun Life Grepa Financial, Inc.; Quezon City; On-site; PHP 300,000 - 420,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a candidate who will undertake financial planning interviews and analyze reports to present recommendations for products. The role involves providing after-sales services and developing strong relationships with bank branch personnel to generate referrals.

The ideal candidate has a Bachelor’s degree and at least 1 year of experience in the related field, with a focus on customer-centric financial planning services.

Qualifications

• Bachelor's/College Degree in any field.
• At least 1 year of working experience in related field.

Responsibilities

• Undertakes Financial planning interviews.
• Analyzes, prepares reports and presents findings with recommendations 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

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