Sales Executive - Ortigas (Urgent Hiring)

Sun Life Grepa Financial, Inc.; Eastern Manila District; On-site; PHP 240,000 - 420,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Executive in Metro Manila. You will conduct financial planning interviews, recommend Sun Life Grepa solutions, and deliver outstanding after-sales service for a superior client experience.

You will build strong relationships with branch bank personnel, generate referrals, prepare reports, and maintain records, while staying highly motivated to meet targets and being willing to be assigned in bank branches.

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

Willing to be assigned in bank branch

Education

Bachelor's degree

Job description

What You'll Do

As a Bancassurance Sales Executive, you will:

• 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

What We're Looking For

• 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