Bancassurance Sales Executive (Laguna International Industrial Park, Mamplasan)

Sun Life Grepa Financial, Inc.; Biñan; In loco; PHP 320.000 - 520.000; Tempo pieno

Descrizione del lavoro

Sun Life Grepa Financial, Inc. in Biñan, Laguna is seeking a candidate to conduct financial planning interviews, analyze client needs, and prepare reports with product recommendations for bank partners.

The role requires a bachelor's degree and at least 1 year of related experience, with responsibilities including after-sales support and referral generation within bank networks.

Competenze

• Bachelor's degree in any field is required.
• At least 1 year working experience in the related field is required.
• 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.

Mansioni

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

Conoscenze

Financial planning

Report analysis

Client relationship management

Referral generation

Formazione

Bachelor's degree

Descrizione del lavoro

• 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