Business Development Representative
2 days ago
As a Sales Officer at Sun Life Grepa Financial Inc., you will be responsible for:
- Conducting financial planning interviews using structured presentation processes and fact-finding materials.
- Analyzing and preparing reports to present findings and recommendations for Sun Life Grepa products.
- Completing application forms and attending to underwriting requirements.
- Providing exceptional after-sales services to clients.
- Compiling production and activity reports to track performance.
- Developing and maintaining strong relationships with bank branch personnel.
- Generating referrals for the bank through fact-finding interviews.
- Providing valuable marketing feedback to support business growth.
- Attending all administrative functions to ensure seamless operations.
To succeed in this role, you will need:
- Strong communication and interpersonal skills.
- Ability to analyze complex financial data and present findings effectively.
- Excellent organizational and time management skills.
- Proficiency in Microsoft Office and other relevant software.
- Strong problem-solving and analytical skills.
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