Sales Executive - Ortigas (Urgent Hiring)

Sun Life Grepa Financial, Inc.; Metro Manila; On-site; PHP 279,000 - 502,000; Full time

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

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