Sales Officer (Bancassurance)

Sun Life Grepa Financial, Inc.; Makati; On-site; PHP 279,000 - 390,600; Full time

Job summary

A leading financial services company is seeking a Financial Planner to conduct interviews, analyze data, and provide after-sales service. The ideal candidate should have a Bachelor's degree and at least one year of experience in sales or marketing. Join our team to develop strong relationships and contribute to client satisfaction in Makati, Philippines.

Qualifications

• Candidate must hold a Bachelor's or College Degree in any field.
• At least 1 year of working experience required.
• Background in Sales, Marketing, or Account Management is an advantage.

Responsibilities

• Undertake financial planning interviews using structured processes.
• Analyze and prepare reports with recommendations.
• Provide after-sales services and maintain relationships.

Skills

Financial planning

Sales

Marketing

Account Management

Education

Bachelor's/College Degree

Job description

On-site - Makati 1-3 Yrs Exp Bachelor Full-time

Job Description

Description:

• Undertakes Financial planning interviews using structured presentation processes and fact find materials.
• Analyzes, prepares reports and present findings with recommendation for Sun Life Grepa products.
• Complete application forms and attends to underwriting requirements.
• Provides after-sales services.
• Compiles production and activity reports.
• Develops and maintains sound relationships with bank branch personnel.
• Generates referrals for the bank from fact finding interviews.
• Provides Marketing feedback.
• Attends all Administrative functions.
• Candidate must be a Bachelor's/College Degree holder, any field.
• At least 1 year of working experience.
• Background in Sales, Marketing, Account Management is an advantage.