Bancassurance Sales Pro: Financial Planning & Growth

Sun Life Grepa Financial, Inc.; Malolos; On-site; PHP 300,000 - 600,000; Full time

Job summary

Sun Life Grepa Financial, Inc. in the Philippines is seeking a Bancassurance Sales Officer to support clients with financial planning, insurance and investment solutions, and attentive after-sales service.

You will build strong relationships with branch bank personnel, generate referrals through proactive client engagement, and prepare reports to guide recommendations and decisions. Fresh graduates are welcome and a degree is required.

Qualifications

• Fresh graduates are welcome; a degree is required.

Responsibilities

• Support clients with financial planning, insurance and investment solutions.
• Build relationships with branch bank personnel and generate referrals.
• Prepare reports to guide recommendations and decisions.
• Provide attentive after-sales service.

Skills

Client engagement

Relationship building

Education

Bachelor's degree

Job description

Sun Life Grepa Financial, Inc. in the Philippines is seeking a Bancassurance Sales Officer to support clients with financial planning, insurance and investment solutions, and attentive after-sales service.

You will build strong relationships with branch bank personnel, generate referrals through proactive client engagement, and prepare reports to guide recommendations and decisions. Fresh graduates are welcome and a degree is required.