Bancassurance Sales Pro: Financial Security Growth

Sun Life Grepa Financial, Inc.; Malolos; On-site; PHP 279,000 - 469,000; Full time

Benefits offered by this job

14-month guaranteed pay

Bonuses

Life insurance

Health coverage

Wellness programs

Vacation leave

Learning and development

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

• 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

Motivated

Goal oriented

Fresh graduates welcome

Education

Bachelor’s degree in any field

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.