Bancassurance Sales & Financial Planning Advisor

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

Job summary

Sun Life Grepa Financial, Inc. is looking for a professional to conduct financial planning interviews and develop client reports with actionable recommendations for Sun Life Grepa products.

The role involves providing after-sales services and building strong relationships with bank branch personnel to generate referrals. The candidate should have at least a Bachelor's degree and 1 year of relevant experience.

Qualifications

• Bachelor's/College Degree in any field
• At least 1 Year of working experience in related field
• 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

Responsibilities

• Undertakes financial planning interviews
• Analyzes and prepares reports with recommendations for Sun Life Grepa products
• Provides after-sales services to clients
• Develops and maintains good relationships with bank branch personnel
• Generates referrals for the bank

Skills

Financial planning

Report analysis

Customer service

Bank liaison

Referral generation

Education

Bachelor's degree

Job description

Sun Life Grepa Financial, Inc. is looking for a professional to conduct financial planning interviews and develop client reports with actionable recommendations for Sun Life Grepa products.

The role involves providing after-sales services and building strong relationships with bank branch personnel to generate referrals. The candidate should have at least a Bachelor's degree and 1 year of relevant experience.