Sun Life Grepa | Sales Officer - Bulacan

Sun Life Grepa Financial, Inc.; Malolos; On-site; PHP 279,000 - 424,000; Full time

Benefits offered by this job

14-month guaranteed pay

Performance bonuses

Life and health insurance

Wellness programs

Generous vacation leave

Learning & development

Job summary

Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews and tailor insurance and financial solutions for clients.

You will build strong relationships with bank branches and generate referrals while delivering top-tier after-sales service. The role emphasizes relationship building, client engagement, and accurate reporting, with opportunities for growth through performance-based incentives and comprehensive benefits in a branch-based

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 skills

Interpersonal skills

Highly motivated

Goal-oriented

Willingness to work in bank branches

Education

Bachelor's degree in any field

Job description

Build a Rewarding Career with Sun Life Grepa!

Are you passionate about helping people achieve financial security while building a successful career? Join Sun Life Grepa Financial, Inc. as a Bancassurance Sales Officer and be part of a team that empowers clients to protect what matters most.

What You'll Do

As a Bancassurance Sales Officer, 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

Why Join Sun Life Grepa?

We believe in rewarding performance and investing in our people. Enjoy a comprehensive package that includes:

• Competitive monthly salary with 14-month guaranteed pay

• Performance-based incentives and bonuses

• Comprehensive life insurance and health coverage for you and your dependents

• Wellness programs that support your physical, mental, emotional, and financial well-being

• Generous vacation leave policy that allows you to recharge and return to work refreshed and celebrate your special moments

• Access to various learning and development opportunities