Bancassurance Sales & Planning Advisor

Sun Life Grepa Financial, Inc.; Biñan; On-site; PHP 250,000 - 350,000; Full time

Job summary

Sun Life Grepa Financial, Inc. in Biñan, Laguna is hiring a Financial Services Associate to support client financial planning interviews, analyze data, and present product recommendations.

You will provide after-sales service and build strong relationships with bank branch personnel to generate referrals. The ideal candidate holds a Bachelor's degree and has at least 1 year of related experience, with a customer-focused mindset and good communication skills to thrive in a fast-paced financial

Qualifications

• Bachelor's degree in any field is required.
• Minimum 1 year of relevant work experience.
• Conduct financial planning interviews.
• Analyze and prepare reports with product recommendations.
• Provide after-sales service.
• Build strong relationships with bank branch personnel.
• Generate referrals for the bank.

Responsibilities

• Undertakes financial planning interviews.
• Analyze, prepares reports and present findings with recommendation for Sun Life Grepa products.
• Provides after-sales services.
• Develops a good relationship with bank branch personnel.
• Generates referrals for the bank.

Skills

Financial planning interviews

Report analysis

Client relationship management

Referral generation

Education

Bachelor's degree

Job description

Sun Life Grepa Financial, Inc. in Biñan, Laguna is hiring a Financial Services Associate to support client financial planning interviews, analyze data, and present product recommendations.

You will provide after-sales service and build strong relationships with bank branch personnel to generate referrals. The ideal candidate holds a Bachelor's degree and has at least 1 year of related experience, with a customer-focused mindset and good communication skills to thrive in a fast-paced financial