Bancassurance Sales & Financial Planning Specialist

Sun Life Grepa Financial, Inc.; Montalban; Presencial; PHP 300.000 - 460.000; Jornada completa

Descripción de la vacante

Sun Life Grepa Financial, Inc. is seeking a professional to conduct financial planning interviews and analyze client needs. The role includes preparing reports with Sun Life Grepa product recommendations and providing after-sales services.

Building strong relationships with bank branch personnel and generating referrals are also key responsibilities. The ideal candidate holds a Bachelor's degree and has at least 1 year of related experience, ready to engage with clients and partners in a dynamic

Formación

• Bachelor's/College degree in any field.
• At least 1 year of working experience in the 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.

Responsabilidades

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

Conocimientos

1 year experience

Educación

Bachelor's degree

Descripción del empleo

Sun Life Grepa Financial, Inc. is seeking a professional to conduct financial planning interviews and analyze client needs. The role includes preparing reports with Sun Life Grepa product recommendations and providing after-sales services.

Building strong relationships with bank branch personnel and generating referrals are also key responsibilities. The ideal candidate holds a Bachelor's degree and has at least 1 year of related experience, ready to engage with clients and partners in a dynamic