Bancassurance Sales Officer: Build Financial Security

Sun Life Grepa Financial, Inc.; Mexico; Sur place; PHP 279 000 - 502 000; Plein temps

Avantages offerts par ce poste

14-month guaranteed pay

Competitive monthly salary

Performance-based incentives

Résumé du poste

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, recommend Sun Life Grepa insurance solutions, and deliver outstanding after-sales service.

You will build relationships with bank personnel and generate referrals through strategic client engagement. Fresh graduates are welcome; a Bachelor’s degree is required, and strong communication and interpersonal skills are essential.

Qualifications

• Bachelor’s degree in any field.
• Fresh graduates 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.

Responsabilités

• 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

Connaissances

Excellent communication

Interpersonal skills

Highly motivated

Formation

Bachelor’s degree

Description du poste

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, recommend Sun Life Grepa insurance solutions, and deliver outstanding after-sales service.

You will build relationships with bank personnel and generate referrals through strategic client engagement. Fresh graduates are welcome; a Bachelor’s degree is required, and strong communication and interpersonal skills are essential.