Bancassurance Sales Officer — Build a Banking Career

Sun Life Grepa Financial, Inc.

Ozamiz

On-site

PHP 335,000 - 502,000

Full time

14 days+

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Benefits offered by this job

14-month guaranteed pay

Performance-based incentives

Life insurance

Health coverage

Wellness programs

Vacation leave

Learning and development opportunities

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to help clients achieve financial security while building a rewarding career. You will work with branch bank personnel, conduct financial planning interviews, and recommend Sun Life Grepa insurance and financial solutions.

Fresh graduates are welcome. We value strong communication, interpersonal skills, motivation, and the willingness to be assigned in bank branches.

Qualifications

Bachelor's degree in any field.
Fresh graduates are welcome to apply.
Sales and marketing experience is a plus but not required.
Excellent communication and interpersonal skills.
Highly motivated, confident, and goal-oriented.
Willing to be assigned in bank branches.

Responsibilities

Conduct financial planning interviews to understand clients' needs and goals.
Recommend suitable Sun Life Grepa insurance and financial solutions.
Deliver exceptional after-sales service to ensure an outstanding customer experience.
Build and maintain strong relationships with branch bank personnel.
Generate quality referrals through strategic client engagement.
Prepare and present financial reports and recommendations.
Maintain accurate records of sales activities and production.