Bancassurance Sales Pro: Grow Clients with Finance Solutions

Sun Life Grepa Financial, Inc.; Metro Manila; On-site; PHP 240,000 - 360,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Executive in the Philippines to perform financial planning interviews, assess client needs, and propose Sun Life Grepa products. You will build strong relations with branch personnel and deliver excellent post-sale service.

The role focuses on client engagement, referrals, and accurate sales reporting, with assignments to bank branches nationwide and a supportive, growth-oriented environment.

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

Communication

Interpersonal skills

Sales

Goal orientation

Motivation

Education

Bachelor's degree (any field)

Job description

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Executive in the Philippines to perform financial planning interviews, assess client needs, and propose Sun Life Grepa products. You will build strong relations with branch personnel and deliver excellent post-sale service.

The role focuses on client engagement, referrals, and accurate sales reporting, with assignments to bank branches nationwide and a supportive, growth-oriented environment.