Bancassurance Sales Officer — Growth, Rewards & Benefits
Sun Life Grepa Financial, Inc.
Uma candidatura completa num minuto
Currículo e carta de apresentação personalizados, prontos a enviar.
Vantagens oferecidas por esta oferta de emprego
Resumo da oferta
Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to help clients plan their financial futures. You will conduct planning interviews, tailor insurance and financial solutions, and provide outstanding service.
You will also partner with branch banks, generate referrals, and produce reports, with a competitive monthly salary and a 14-month guaranteed pay, plus benefits and learning opportunities.
Qualificações
- Conduct financial planning interviews to assess clients' needs.
- Recommend suitable Sun Life Grepa insurance and financial solutions.
- Deliver after-sales service and maintain client relationships.
- Generate quality referrals through client engagement.
- Prepare reports and track sales activities.
Responsabilidades
- Conduct financial planning interviews to understand clients' needs and goals.
- Recommend Sun Life Grepa insurance and financial solutions.
- Deliver exceptional after-sales service and client experience.
- Build and maintain relationships with branch bank personnel.
- Generate referrals through strategic client engagement.
- Prepare financial reports and recommendations.
- Maintain accurate records of sales activities and production.
Conhecimentos
Descrição da oferta de emprego
Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to help clients plan their financial futures. You will conduct planning interviews, tailor insurance and financial solutions, and provide outstanding service.
You will also partner with branch banks, generate referrals, and produce reports, with a competitive monthly salary and a 14-month guaranteed pay, plus benefits and learning opportunities.
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