Bancassurance Sales Officer

2 weeks ago

San Ildefonso, Philippines Sun Life Grepa Financial, Inc. Full time
  • Conduct comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.
  • Expertly analyze data, prepare detailed reports, and deliver compelling presentations with tailored recommendations for Sun Life GREPA's top-notch products.
  • Facilitate seamless completion of application forms and diligently handle all underwriting requirements.
  • Deliver exceptional after-sales services to ensure utmost customer satisfaction.
  • Maintain meticulous records of production and activities, showcasing your dedication and performance.
  • Cultivate and nurture strong relationships with bank branch personnel, fostering collaboration and mutual success.
  • Drive business growth by generating valuable referrals for the bank through strategic fact-finding interviews.
  • Provide invaluable marketing feedback, contributing to the continuous improvement of our products and services.
  • Attend to all administrative functions with precision and efficiency, ensuring smooth operations.

Qualification

Candidate must possess at least Bachelor's/College Degree in any field.

At least 1 Year(s) of working experience in the related field is required for this position

Undertakes Financial planning interviews

Analyze, prepares reports and present findings with recommendation for Sun Life Grepa products

Provides after-sales services

Develops and maintains sound relationships with bank branch personnel

Generates referrals for the bank from fact finding interviews

Fresh graduates with/without prior experience may apply

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