Bancassurance Sales Executive (EDSA Corner Shaw Blvd)

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

Job summary

Sun Life Grepa Financial, Inc. is seeking a dynamic professional to conduct financial planning interviews and deliver tailored recommendations for our clients. The role emphasizes accurate reporting, after-sales service, and strengthening partnerships with bank branches to generate referrals.

The ideal candidate holds a Bachelor's degree, with at least 1 year of relevant experience, and demonstrates strong client relations and advisory skills in financial products.

Qualifications

• Bachelor's/College Degree in any field.
• At least 1 year of working experience in the related field.
• Undertakes Financial planning interviews.
• Analyzes, prepares reports and presents 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.

Responsibilities

• Conducts financial planning interviews with clients.
• Analyzes client information and prepares reports with recommendations for Sun Life Grepa products.
• Provides after-sales services and ongoing client support.
• Builds and maintains relationships with bank branch personnel for referrals.

Skills

Financial planning interviews

Report analysis

Customer service

Education

Bachelor's/College 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