Bancassurance Sales Pro - Fresh Grads Welcome

Sun Life Grepa Financial, Inc.

Metro Manila

On-site

PHP 279,000 - 502,000

Full time

14 days+
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Job summary

Sun Life Grepa Financial, Inc. in the Philippines is seeking a Bancassurance Sales Executive to conduct financial planning interviews, recommend Sun Life Grepa insurance and financial solutions, and deliver outstanding after-sales service for a superior customer experience.

You will build strong relationships with branch bank personnel, generate referrals through strategic client engagement, and prepare reports. Fresh graduates are welcome; strong communication skills are 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
Highly motivated
Confident
Goal-oriented
Willing to be assigned in bankBranches

Education

Bachelor's degree in any field

Job description

Sun Life Grepa Financial, Inc. in the Philippines is seeking a Bancassurance Sales Executive to conduct financial planning interviews, recommend Sun Life Grepa insurance and financial solutions, and deliver outstanding after-sales service for a superior customer experience.

You will build strong relationships with branch bank personnel, generate referrals through strategic client engagement, and prepare reports. Fresh graduates are welcome; strong communication skills are required.

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