Bancassurance Sales Pro — Build Financial Security

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

Job summary

Sun Life Grepa Financial, Inc. in Biñan, Laguna, Philippines, invites you to join as a Bancassurance Sales Officer to help clients plan and secure their financial future.

You will work at bank branches, conduct financial planning interviews, recommend insurance solutions, deliver after-sales service, build referrals, and maintain records; fresh graduates welcome; compensation includes a competitive salary with a 14th month pay and performance incentives.

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

Motivation/Goal orientation

Education

Bachelor's degree

Job description

Sun Life Grepa Financial, Inc. in Biñan, Laguna, Philippines, invites you to join as a Bancassurance Sales Officer to help clients plan and secure their financial future.

You will work at bank branches, conduct financial planning interviews, recommend insurance solutions, deliver after-sales service, build referrals, and maintain records; fresh graduates welcome; compensation includes a competitive salary with a 14th month pay and performance incentives.