Bancassurance Sales & Financial Planning Specialist

Sun Life Grepa Financial, Inc.; Manila; Vor Ort; PHP 300.000 - 500.000; Vollzeit

Zusammenfassung

Sun Life Grepa Financial, Inc. is seeking a candidate in Metro Manila to conduct financial planning interviews and analyze client needs. The role involves preparing reports, presenting findings with product recommendations, and delivering after-sales service.

The position also focuses on building relationships with bank branch personnel and generating referrals to support Sun Life Grepa products. The ideal candidate has a Bachelor's degree and at least 1 year of relevant experience, with strong

Qualifikationen

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

Aufgaben

• Undertakes financial planning interviews.
• Analyze, prepare reports and present findings with recommendations for Sun Life Grepa products.
• Provides after-sales services.
• Develops good relationships with bank branch personnel.
• Generates referrals for the bank.

Kenntnisse

Financial planning

Relationship building

Customer service

Report preparation

Referral generation

Ausbildung

Bachelor's degree

Jobbeschreibung

Sun Life Grepa Financial, Inc. is seeking a candidate in Metro Manila to conduct financial planning interviews and analyze client needs. The role involves preparing reports, presenting findings with product recommendations, and delivering after-sales service.

The position also focuses on building relationships with bank branch personnel and generating referrals to support Sun Life Grepa products. The ideal candidate has a Bachelor's degree and at least 1 year of relevant experience, with strong