Bancassurance Sales & Financial Planning Advisor

Sun Life Grepa Financial, Inc.

Pampanga

On-site

PHP 223,000 - 469,000

Full time

7 days ago

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Job summary

Sun Life Grepa Financial, Inc. in the Philippines is seeking a Bancassurance Sales Executive in Pampanga. You will conduct financial planning interviews to understand client needs and recommend Sun Life Grepa insurance and financial solutions.

You will deliver exceptional after-sales service, build relationships with branch personnel, and generate referrals. Strong communication, motivation, and goal orientation are essential; willingness to be assigned in bank branches is required.

Qualifications

Bachelor's degree in any field.
Fresh graduates are welcome to apply.
Sales and marketing experience is a plus but not required.
Excellent communication and interpersonal skills.
Highly motivated, confident, and goal-oriented.
Willing to be assigned in bank branches.

Responsibilities

Conduct financial planning interviews to understand clients' needs and goals.
Recommend suitable Sun Life Grepa insurance and financial solutions.
Deliver exceptional after-sales service to ensure an outstanding customer experience.
Build and maintain strong relationships with branch bank personnel.
Generate quality referrals through strategic client engagement.
Prepare and present financial reports and recommendations.
Maintain accurate records of sales activities and production.