Financial Planning Specialist
4 weeks ago
Undertakes financial planning interviews using structured presentation processes and fact-finding materials.
Key Responsibilities- Analyzes and prepares reports, presenting findings with recommendations for Sun Life Grepa products.
- Completes application forms and attends to underwriting requirements.
- Provides after-sales services and develops sound relationships with bank branch personnel.
- Generates referrals for the bank from fact-finding interviews and provides marketing feedback.
- Attends all administrative functions.
As a key member of the Sun Life Grepa Financial Inc. team, you will play a critical role in delivering exceptional customer experiences and driving business growth.
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Financial Planning Specialist
7 hours ago
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Financial Planning Specialist
2 weeks ago
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Financial Planning Specialist
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Financial Planning and Analysis Specialist
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Financial Services Recruitment Specialist
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Insurance Sales Specialist
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Credit Risk Specialist
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Corporate Planning Specialist
2 weeks ago
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Financial Planning Specialist
4 weeks ago
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Financial Planning Analyst
2 weeks ago
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Financial Planning Strategist
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Financial Services Recruitment Professional
3 weeks ago
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Financial Planning Specialist
4 weeks ago
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Financial Reporting Specialist
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Financial Operations Specialist
2 weeks ago
Makati City, National Capital Region, Philippines The Vanguard Academy Full timeFinancial Operations Specialist at The Vanguard AcademyKey ResponsibilitiesDevelop and enforce financial policies to ensure operational efficiency.Supervise the preparation and planning of budgets.Maintain accurate records and receipts for all daily transactions.Process purchase orders, manage payroll, and handle bill payments.Ensure financial records are...
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Strategic Planning Specialist
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Tax Planning Specialist
7 hours ago
Makati City, National Capital Region, Philippines Private Advertiser Full timeJob OverviewTax planning and compliance specialist required by Private Advertiser to develop and implement tax-efficient strategies for the organization. Ensure accurate preparation and filing of tax returns, manage tax-related documentation, and analyze financial data to identify tax-saving opportunities.About UsWe are a leading private advertiser seeking...
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Sales Development Officer
2 weeks ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial Inc. Full timeFinancial Planning SpecialistAt Sun Life Grepa Financial Inc., we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will possess excellent communication and analytical skills, with the ability to provide expert advice on financial planning and insurance products to clients.Key Responsibilities:- Conduct financial...
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Financial Service Consultant
3 days ago
Makati City, National Capital Region, Philippines Sun Life Grepa Financial Inc. Full timeSun Life Grepa Financial Inc. is a renowned financial services provider seeking an experienced Financial Service Consultant.As a key member of our team, you will be responsible for undertaking financial planning interviews using structured presentation processes and fact-finding materials.Key responsibilities include:Analyzing client needs and preparing...
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Financial Planning and Analysis Director
2 weeks ago
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