Bancassurance Sales Executive, Financial Planning Advisor

Sun Life Grepa Financial, Inc.; San Pedro; On-site; PHP 335,000 - 558,000; Full time

Job summary

Sun Life Grepa Financial, Inc. in Laguna seeks a qualified professional to conduct financial planning interviews and assess client needs. The role focuses on collecting information, reviewing financial situations, and advising on Sun Life Grepa products.

The candidate will analyze data, prepare reports, present findings with product recommendations, provide after-sales services, and build strong relationships with bank branch personnel to generate referrals.

Qualifications

• Bachelor's degree in any field.
• At least 1 year of related field experience.

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

Education

Bachelor's degree

Job description

Sun Life Grepa Financial, Inc. in Laguna seeks a qualified professional to conduct financial planning interviews and assess client needs. The role focuses on collecting information, reviewing financial situations, and advising on Sun Life Grepa products.

The candidate will analyze data, prepare reports, present findings with product recommendations, provide after-sales services, and build strong relationships with bank branch personnel to generate referrals.