Bancassurance Sales Officer: Growth & Rewards

Sun Life Grepa Financial, Inc.; Philippines; On-site; PHP 223,000 - 446,000; Full time

Benefits offered by this job

14-month guaranteed pay

Performance incentives

Life insurance and health coverage for

Wellness programs

Generous vacation leave

Learning and development opportunities

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer in the Philippines to help clients achieve financial security and build a rewarding career. You will conduct financial planning interviews, recommend Sun Life Grepa solutions, and maintain strong relationships with branch bank personnel to generate referrals.

Fresh graduates are welcome. A Bachelor’s degree is required. The role offers a competitive monthly salary with a 14-month guaranteed pay, performance incentives, life

Qualifications

• Bachelor’s degree in any field is required.
• Fresh graduates are welcome to apply.
• Sales and marketing experience is a plus but not required.
• Excellent communication and interpersonal skills are essential.
• 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

Motivated & goal-oriented

Willing to be assigned in bank Branch

Education

Bachelor’s degree in any field

Job description

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer in the Philippines to help clients achieve financial security and build a rewarding career. You will conduct financial planning interviews, recommend Sun Life Grepa solutions, and maintain strong relationships with branch bank personnel to generate referrals.

Fresh graduates are welcome. A Bachelor’s degree is required. The role offers a competitive monthly salary with a 14-month guaranteed pay, performance incentives, life