Bancassurance Sales Officer

2 weeks ago


Quezon City, National Capital Region, Philippines Sun Life Grepa Financial Full time

Job Description:

  • Undertakes Financial planning interviews using structured presentation processes and fact find materials.
  • Analyzes, prepares reports and present findings with recommendation for Sun Life Grepa products.
  • Complete application forms and attends to underwriting requirements.
  • Provides after-sales services.
  • Compiles production and activity reports
  • Develops and maintains sound relationships with bank branch personnel.
  • Generates referrals for the bank from fact finding interviews.
  • Provides Marketing feedback.
  • Attends all Administrative functions.

Job Specification:

  • Candidate must be a Bachelor's/College Degree holder, any field.
  • At least 1 year of working experience
  • Background in Sales, Marketing, Account Management, is an advantage.
FULL-TIME | ON-SITE WORK SETUP
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