Bancassurance Sales & Financial Planning Advisor

Sun Life Grepa Financial, Inc.; Cagayan de Oro; On-site; PHP 223,000 - 391,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a candidate in the Philippines to perform financial planning interviews and to develop strong relationships with bank branch personnel.

The role involves analyzing financial data, preparing reports, and presenting findings with product recommendations. Responsibilities include providing after-sales services, generating referrals for the bank, and building long-term client relationships.

Qualifications

• 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

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

Experience (1 year)

Education

Bachelor's degree

Job description

Sun Life Grepa Financial, Inc. is seeking a candidate in the Philippines to perform financial planning interviews and to develop strong relationships with bank branch personnel.

The role involves analyzing financial data, preparing reports, and presenting findings with product recommendations. Responsibilities include providing after-sales services, generating referrals for the bank, and building long-term client relationships.