Sales Officer
3 days ago
On-site - Makati 1-3 Yrs Exp Bachelor Full-time
Job DescriptionWe 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.
- 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.
If the position requires you to work overseas, please be vigilant and beware of fraud.
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Sales Officer Position
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