Bancassurance Sales Pro: Financial Solutions in Banking

Sun Life Grepa Financial, Inc.; Tangob; On-site; PHP 300,000 - 460,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Executive who will conduct financial planning interviews to understand clients' needs and goals, and recommend Sun Life Grepa insurance and financial solutions.

You will deliver exceptional after-sales service, build relations with branch bank personnel, generate referrals, and prepare financial reports while maintaining accurate sales records. Fresh graduates are welcome to apply.

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

Highly motivated

Goal-oriented

Education

Bachelor's degree in any field

Job description

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Executive who will conduct financial planning interviews to understand clients' needs and goals, and recommend Sun Life Grepa insurance and financial solutions.

You will deliver exceptional after-sales service, build relations with branch bank personnel, generate referrals, and prepare financial reports while maintaining accurate sales records. Fresh graduates are welcome to apply.