Senior Financial Services Specialist

1 month ago


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

We are seeking a highly skilled Senior Financial Services Specialist to join our team at Sun Life Grepa Financial, Inc. In this role, you will be responsible for conducting comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.

Key Responsibilities
  • Deliver exceptional after-sales services to ensure utmost customer satisfaction.
  • Maintain meticulous records of production and activities, showcasing your dedication and performance.
  • 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.
Requirements
  • 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.
  • Provides after-sales services.
Benefits
  • Company events.
  • Health insurance.
  • Life insurance.
  • Paid training.
  • 13th month salary.
  • Bonus pay.
  • Commission pay.
  • Performance bonus.
Working Conditions
  • 8 hour shift.
  • Day shift.
  • Monday to Friday.

The estimated annual salary for this position is PHP 420,000 - 600,000, depending on qualifications and experience.



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