Bancassurance Sales & Relationship Specialist

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

Job summary

Sun Life Grepa Financial, Inc. is seeking a Financial Planner who will conduct financial planning interviews, analyze client needs, and present product recommendations. The role involves building strong relationships with bank branches, providing after-sales service, and generating referrals for the bank.

Candidates should have a Bachelor's degree and at least one year of related experience. The position is based in Iloilo/Oton, Philippines and requires coordination with partner banks.

Qualifications

• Bachelor's degree in any field.
• At least 1 year of related experience.
• Experience in financial planning interviews.
• Experience in analyzing and presenting findings with recommendations for Sun Life Grepa products.
• Provides after-sales services.
• Develops good relationships with bank branch personnel.
• Generates referrals for the bank.

Responsibilities

• Undertakes financial planning interviews.
• Analyzes and prepares reports with recommendations for Sun Life Grepa products.
• Provides after-sales services.
• Develops a good relationship with bank branch personnel.
• Generates referrals for the bank.

Skills

Financial planning

Relationship building

Report writing

Referral generation

Education

Bachelor's degree

Job description

Sun Life Grepa Financial, Inc. is seeking a Financial Planner who will conduct financial planning interviews, analyze client needs, and present product recommendations. The role involves building strong relationships with bank branches, providing after-sales service, and generating referrals for the bank.

Candidates should have a Bachelor's degree and at least one year of related experience. The position is based in Iloilo/Oton, Philippines and requires coordination with partner banks.