Business Development Representative

2 days ago


Cebu City, Central Visayas, Philippines Sun Life Grepa Financial Inc. Full time
Key Responsibilities

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.
Requirements

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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