Bancassurance Sales Executive (Ortigas Ave, San Juan)

Sun Life Grepa Financial, Inc.; Metro Manila; On-site; PHP 280,000 - 420,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a candidate in Metro Manila who will conduct financial planning interviews, analyze data, and prepare reports with product recommendations. The role includes after-sales services and building strong relationships with bank branch personnel to generate referrals.

The ideal candidate holds a Bachelor's degree and has at least 1 year of related experience, ready to contribute to client service excellence in a financial services setting.

Qualifications

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

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.

Skills

Financial planning

Relationship building

Report analysis

Client services

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