Bancassurance Sales Officer — Growth & 14-Month Pay

Sun Life Grepa Financial, Inc.; Ozamiz; Vor Ort; PHP 201.000 - 312.000; Vollzeit

Zusammenfassung

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, recommend suitable Sun Life Grepa insurance and financial solutions, and deliver exceptional after-sales service to ensure a superior customer experience.

You will build strong relationships with branch bank personnel, generate quality referrals through targeted client engagement, and prepare financial reports and recommendations while maintaining accurate sales records.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Communication skills

Interpersonal skills

Goal oriented

Willing to work in bank branches

Ausbildung

Bachelor’s degree in any field

Fresh graduates welcome

Jobbeschreibung

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, recommend suitable Sun Life Grepa insurance and financial solutions, and deliver exceptional after-sales service to ensure a superior customer experience.

You will build strong relationships with branch bank personnel, generate quality referrals through targeted client engagement, and prepare financial reports and recommendations while maintaining accurate sales records.