Financial Planning Specialist

4 weeks ago


Makati City, National Capital Region, Philippines Sun Life Grepa Financial Inc. Full time
Job Description

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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