Bancassurance Sales Officer: Growth & Rewards

Sun Life Grepa Financial, Inc.; San Ildefonso; On-site; PHP 279,000 - 424,000; Full time

Benefits offered by this job

14-month guaranteed pay

Life and health insurance

Learning opportunities

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to help clients plan for financial security and to grow the business by collaborating with bank branches.

You will conduct financial interviews, tailor Sun Life Grepa insurance and financial solutions, and provide exceptional after-sales service to ensure customer satisfaction. You will build strong relationships with branch personnel, generate referrals through proactive client engagement, and present periodic financial

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

Motivated

Goal oriented

Education

Bachelor's degree (any field)

Job description

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to help clients plan for financial security and to grow the business by collaborating with bank branches.

You will conduct financial interviews, tailor Sun Life Grepa insurance and financial solutions, and provide exceptional after-sales service to ensure customer satisfaction. You will build strong relationships with branch personnel, generate referrals through proactive client engagement, and present periodic financial