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Sun Life Grepa Financial, Inc. is seeking a Bancassurance Sales Officer to conduct financial planning interviews, recommend insurance and financial solutions, and deliver outstanding customer service. You will build relationships with branch personnel and generate referrals, while maintaining accurate sales records.
Fresh graduates are welcome; a Bachelor's degree is required, and excellent communication and interpersonal skills are essential for success in this role.
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.
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
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
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