Bancassurance Sales Officer: Earn, Grow & Help Clients

Sun Life Grepa Financial, Inc.; Antipolo; On-site; PHP 279,000 - 469,000; Full time

Benefits offered by this job

14th month pay

Incentives

Life insurance

Health coverage

Wellness programs

Vacation leave

Learning & development

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to help clients plan their finances and protect what matters most. You will work with branch banks to deliver Sun Life Grepa insurance solutions and provide excellent after-sales service.

The role welcomes fresh graduates and values strong communication, interpersonal skills, and motivation. Willingness to be assigned in bank branches is required, with a competitive package and career growth opportunities.

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

Skills

Excellent communication

Interpersonal skills

Sales experience

Motivated & goal-oriented

Education

Bachelor's degree

Job description

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to help clients plan their finances and protect what matters most. You will work with branch banks to deliver Sun Life Grepa insurance solutions and provide excellent after-sales service.

The role welcomes fresh graduates and values strong communication, interpersonal skills, and motivation. Willingness to be assigned in bank branches is required, with a competitive package and career growth opportunities.