Bancassurance Sales Lead - Branch Banking Specialist

Sun Life Grepa Financial, Inc.; Metro Manila; Presencial; PHP 320.000 - 520.000; Jornada completa

Descripción de la vacante

Sun Life Grepa Financial, Inc. in Metro Manila is seeking a Bancassurance Sales Executive to conduct financial planning interviews, assess client needs, and recommend Sun Life Grepa solutions.

You will deliver outstanding after-sales service to ensure a superior client experience and foster long-term relationships. You will build strong ties with branch bank personnel, generate referrals, and maintain records while staying highly motivated to meet targets and being willing to be assigned in bank

Formación

• Interview clients to assess financial needs.
• Recommend suitable Sun Life Grepa products.
• Maintain accurate client records and reports.

Responsabilidades

• Conduct financial planning interviews with clients and assess their needs.
• Build relationships with branch bank personnel to generate referrals.
• Maintain records and prepare reports to track client activity.
• Meet or exceed sales targets and be willing to be assigned in bank branches.

Conocimientos

Financial planning

Sales & targets

Customer service

Descripción del empleo

Sun Life Grepa Financial, Inc. in Metro Manila is seeking a Bancassurance Sales Executive to conduct financial planning interviews, assess client needs, and recommend Sun Life Grepa solutions.

You will deliver outstanding after-sales service to ensure a superior client experience and foster long-term relationships. You will build strong ties with branch bank personnel, generate referrals, and maintain records while staying highly motivated to meet targets and being willing to be assigned in bank