Strategic Bancassurance Advisor

Sun Life Grepa Financial, Inc.; Malay; On-site; PHP 180,000 - 240,000; Full time

Job summary

Sun Life Grepa Financial, Inc. is seeking a candidate with a Bachelor's degree and at least one year of experience to join our team in the Philippines. You will engage clients in financial planning discussions and assess needs to craft suitable strategies.

You will analyze data, prepare reports with recommendations for Sun Life Grepa products, provide after-sales services, and build strong relationships with bank branch personnel while generating referrals to support growth.

Qualifications

• Bachelor's/College Degree in any field.
• At least 1 year of working experience in the related field for this position.

Responsibilities

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

Education

Bachelor's/College Degree

Job description

Sun Life Grepa Financial, Inc. is seeking a candidate with a Bachelor's degree and at least one year of experience to join our team in the Philippines. You will engage clients in financial planning discussions and assess needs to craft suitable strategies.

You will analyze data, prepare reports with recommendations for Sun Life Grepa products, provide after-sales services, and build strong relationships with bank branch personnel while generating referrals to support growth.