Sun Life Grepa | Sales Officer - Laguna

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

Job summary

Sun Life Grepa Financial, Inc. in Biñan, Laguna, Philippines, invites you to join as a Bancassurance Sales Officer to help clients plan and secure their financial future.

You will work at bank branches, conduct financial planning interviews, recommend insurance solutions, deliver after-sales service, build referrals, and maintain records; fresh graduates welcome; compensation includes a competitive salary with a 14th month pay and performance incentives.

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

Communication skills

Interpersonal skills

Motivation/Goal orientation

Education

Bachelor's degree

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