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Sales Officer

1 month ago

Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

On-site - Makati 1-3 Yrs Exp Bachelor Full-time

Job Description

We are currently looking for a Bancassurance Sales Officer which will be assigned to our partnered bank RCBC/CTBC.

Responsibilities:

  • Undertakes Financial planning interviews using structured presentation processes and fact find materials.
  • Analyzes, prepares reports and presents findings with recommendations for Sun Life Grepa products.
  • Completes 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.
Requirements
  • Candidate must be a Bachelor's/College Degree holder, any field.
  • At least 1 year of working experience.
  • Background in Sales, Marketing, or Account Management is an advantage.
Working Location

If the position requires you to work overseas, please be vigilant and beware of fraud.

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