Bancassurance Sales Executive (Old Sta. Mesa, Manila)

Sun Life Grepa Financial, Inc.; Manila; On-site; PHP 300,000 - 500,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a candidate in Metro Manila to conduct financial planning interviews and analyze client needs. The role involves preparing reports, presenting findings with product recommendations, and delivering after-sales service.

The position also focuses on building relationships with bank branch personnel and generating referrals to support Sun Life Grepa products. The ideal candidate has a Bachelor's degree and at least 1 year of relevant experience, with strong

Qualifications

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

Responsibilities

• Undertakes financial planning interviews.
• Analyze, prepare reports and present findings with recommendations for Sun Life Grepa products.
• Provides after-sales services.
• Develops good relationships with bank branch personnel.
• Generates referrals for the bank.

Skills

Financial planning

Relationship building

Customer service

Report preparation

Referral generation

Education

Bachelor's 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