Bancassurance Sales Pro: Financial Planning

Sun Life Grepa Financial, Inc.; San Pedro; On-site; PHP 240,000 - 420,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Executive to serve branches in Laguna, Philippines.

You will conduct financial planning interviews, recommend Sun Life Grepa insurance and financial solutions, and deliver exceptional after-sales service to clients. You will build relationships with bank personnel, generate referrals through client engagement, and maintain accurate records of sales activities and production.

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

Sales aptitude

Motivated

Education

Bachelor's degree (any field)

Job description

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Executive to serve branches in Laguna, Philippines.

You will conduct financial planning interviews, recommend Sun Life Grepa insurance and financial solutions, and deliver exceptional after-sales service to clients. You will build relationships with bank personnel, generate referrals through client engagement, and maintain accurate records of sales activities and production.