Sales Representative (Bancassurance)

Sun Life Grepa Financial, Inc.; Makati; On-site; PHP 223,200 - 334,800; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking dynamic and results-driven individuals for the Bancassurance Sales Officer role. This position is based in partner bank branches, promoting and selling life insurance products, ensuring client financial security.

Candidates must possess a 4-year Bachelor's Degree. Responsibilities include relationship building, needs assessment, product presentations, and achievement of sales targets.

Fresh graduates are encouraged to apply, and those with sales experience are preferred.

Qualifications

• Sales and marketing experience is a plus but not required.
• Fresh Graduates are welcome to apply.

Responsibilities

• Build and maintain strong relationships with bank branch personnel and clients.
• Identify and assess the financial needs of bank clients and offer appropriate Sun Life insurance solutions.
• Conduct product presentations and financial needs analysis.
• Achieve assigned sales targets and KPIs.
• Provide after-sales service and ensure client satisfaction.

Skills

Excellent communication and interpersonal skills

Highly motivated

Goal-oriented

Education

Graduate of any 4 years Bachelor's Degree course

Job description

Job Summary

Sun Life Grepa Financial is looking for dynamic, passionate, and results-driven individuals to join our growing team as Bancassurance Sales Officers. In this role, you will be based in partner bank branches to promote and sell life insurance products to bank clients, helping them achieve financial security.

Key Responsibilities

• Build and maintain strong relationships with bank branch personnel and clients.
• Identify and assess the financial needs of bank clients and offer appropriate Sun Life insurance solutions.
• Conduct product presentations and financial needs analysis.
• Achieve assigned sales targets and KPIs.
• Provide after-sales service and ensure client satisfaction.
• Participate in trainings, product updates, and branch meetings.

Qualifications

• Graduate of any 4 years Bachelor's Degree course.
• 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.

Work Location(s)

• JP Rizal
• Ayala
• Ayala Vicente Madrigal
• HV Dela Costa
• Leviste-Salcedo