Bancassurance Sales Executive (Lepanto Building, Paseo de Roxas)

Sun Life Grepa Financial, Inc.

Makati

On-site

PHP 300,000 - 420,000

Full time

2 days ago

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Job summary

Sun Life Grepa Financial, Inc. is seeking a professional to conduct financial planning interviews and analyze client needs in order to present Sun Life Grepa product recommendations.

The role emphasizes building lasting relationships with bank branch personnel and generating referrals through excellent client service. Candidates should have at least a Bachelor's/College Degree in any field and a minimum of one year of related experience.

Qualifications

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

Education

Bachelor's/College Degree in any field

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