Bancassurance Sales & Financial Planning Specialist

Sun Life Grepa Financial, Inc.; Tangob; Presencial; PHP 240.000 - 420.000; Jornada completa

Descripción de la vacante

Sun Life Grepa Financial, Inc. is seeking a candidate who will conduct financial planning interviews and analyze client needs.

The role includes preparing reports with product recommendations, providing after-sales service, and building strong relationships with bank branch personnel to generate referrals. The ideal candidate should have at least a Bachelor's/College degree and a minimum of one year of related experience.

Formación

• Candidate must have a Bachelor's/College degree.
• At least 1 year of working experience in the related field is required for this position.

Responsabilidades

• Undertakes Financial planning interviews
• Analyses, 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

Educación

Bachelor's/College Degree

Descripción del empleo

Sun Life Grepa Financial, Inc. is seeking a candidate who will conduct financial planning interviews and analyze client needs.

The role includes preparing reports with product recommendations, providing after-sales service, and building strong relationships with bank branch personnel to generate referrals. The ideal candidate should have at least a Bachelor's/College degree and a minimum of one year of related experience.