Bancassurance Sales & Financial Planning Officer

Sun Life Grepa Financial, Inc.; Mexico; On-site; PHP 300,000 - 480,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, recommend insurance solutions, and provide after-sales service.

You will build relationships with bank personnel and generate referrals through strategic client engagement. Fresh graduates are welcome; a Bachelor’s degree is required, and strong communication and interpersonal skills are essential for success in this role.

Qualifications

• Fresh graduates are welcome.
• Bachelor’s degree is required.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Conduct financial planning interviews.
• Recommend Sun Life Grepa insurance solutions.
• Deliver outstanding after-sales service.
• Build relationships with bank personnel and generate referrals through strategic client engagement.

Skills

Communication

Interpersonal skills

Education

Bachelor's degree

Job description

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, recommend insurance solutions, and provide after-sales service.

You will build relationships with bank personnel and generate referrals through strategic client engagement. Fresh graduates are welcome; a Bachelor’s degree is required, and strong communication and interpersonal skills are essential for success in this role.