Bancassurance Sales Officer — Shape Financial Futures

Sun Life Grepa Financial, Inc.; Cagayan de Oro; On-site; PHP 335,000 - 513,000; Full time

Benefits offered by this job

14-month pay

Bonuses

Life insurance

Health coverage for you and dependents

Wellness programs

Vacation leave

Learning & development

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, recommend insurance and financial solutions, and deliver outstanding customer service. You will build relationships with branch personnel and generate referrals, while maintaining accurate sales records.

Fresh graduates are welcome; a Bachelor's degree is required, and excellent communication and interpersonal skills are essential for success in this role.

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

Communication skills

Interpersonal skills

Motivated

Education

Bachelor's degree in any field

Job description

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, recommend insurance and financial solutions, and deliver outstanding customer service. You will build relationships with branch personnel and generate referrals, while maintaining accurate sales records.

Fresh graduates are welcome; a Bachelor's degree is required, and excellent communication and interpersonal skills are essential for success in this role.