Bancassurance Sales Executive (C.M. Recto Ave, Lipa)

Sun Life Grepa Financial, Inc.; Tangob; Presencial; PHP 240.000 - 420.000; Jornada completa

Descripción de la vacante

Sun Life Grepa Financial, Inc. is seeking a candidate who will conduct financial planning interviews and analyze client needs.

The role includes preparing reports with product recommendations, providing after-sales service, and building strong relationships with bank branch personnel to generate referrals. The ideal candidate should have at least a Bachelor's/College degree and a minimum of one year of related experience.

Formación

• Candidate must have a Bachelor's/College degree.
• At least 1 year of working experience in the related field is required for this position.

Responsabilidades

• Undertakes Financial planning interviews
• Analyses, 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

Educación

Bachelor's/College Degree

Descripción del empleo

• 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