Bancassurance Sales Pro - Financial Planning & Bank Partnerships

Sun Life Grepa Financial, Inc.; Pasig; Sur place; PHP 335 000 - 670 000; Plein temps

Résumé du poste

Sun Life Grepa Financial, Inc. in Pasig/Metro Manila is seeking a client-focused Financial Planner to conduct financial planning interviews and build trusted client relationships. You will analyze data, prepare reports with recommendations for Sun Life Grepa products, and provide after-sales services.

Develops strong ties with bank branches and generates referrals for the bank. Bachelor’s degree required with 1 year of related experience.

Qualifications

• Bachelor's degree in any field
• 1 year of related work experience
• Undertakes Financial planning interviews
• Analyzes, prepares reports and presents findings with recommendations for Sun Life Grepa products
• Provides after-sales services
• Develops a good relationship with bank branch personnel
• Generates referrals for the bank

Responsabilités

• Undertakes Financial planning interviews
• Analyze and prepare reports with recommendations for Sun Life Grepa products
• Provide after-sales services
• Develop strong relationships with bank branch personnel
• Generate referrals for the bank

Connaissances

Financial planning

Report writing

Relationship building

Referral generation

Formation

Bachelor's degree

Description du poste

Sun Life Grepa Financial, Inc. in Pasig/Metro Manila is seeking a client-focused Financial Planner to conduct financial planning interviews and build trusted client relationships. You will analyze data, prepare reports with recommendations for Sun Life Grepa products, and provide after-sales services.

Develops strong ties with bank branches and generates referrals for the bank. Bachelor’s degree required with 1 year of related experience.