Bancassurance Sales Pro: Financial Planning & Referrals

Sun Life Grepa Financial, Inc.; Mexico; On-site; PHP 260,000 - 380,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, recommend Sun Life Grepa insurance solutions, and deliver outstanding after-sales service to clients in the banking channel.

You will build relationships with bank personnel, generate referrals through strategic client engagement, and welcome fresh graduates who meet the Bachelor’s degree requirement and have strong communication and interpersonal skills.

Qualifications

• Bachelor's degree required.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Conduct financial planning interviews with clients.
• Recommend Sun Life Grepa insurance solutions.
• Deliver outstanding after-sales service.
• Build relationships with bank personnel and generate referrals.

Skills

Communication skills

Interpersonal skills

Education

Bachelor's degree

Job description

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, recommend Sun Life Grepa insurance solutions, and deliver outstanding after-sales service to clients in the banking channel.

You will build relationships with bank personnel, generate referrals through strategic client engagement, and welcome fresh graduates who meet the Bachelor’s degree requirement and have strong communication and interpersonal skills.