Financial Services Manager

4 weeks ago


Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time
Job Title: Affinity Financial Officer

At Sun Life Grepa Financial, Inc., we are seeking a highly skilled and motivated Affinity Financial Officer to join our team.

Key Responsibilities:
  • Develop and implement effective sales strategies to promote and market our life insurance products to seafarers.
  • Provide financial planning services to clients, identifying their needs and recommending suitable solutions.
  • Manage and build relationships with counterparts to ensure a steady flow of qualified leads and referrals.
  • Ensure timely delivery of policy contracts to clients and achieve monthly sales targets.
  • Regularly provide feedback and updates to counterparts on the status of leads and submitted applications.
Requirements:
  • Graduate of any 4-year course.
  • Good communication and presentation skills.
  • Life Insurance License (Traditional & VUL) by Insurance Commission.
  • Computer literacy in MS Word, MS Excel, and Power Point.
  • People and results-oriented.

We offer a dynamic and challenging work environment, and we are committed to helping our employees grow and develop their careers. If you are a motivated and results-driven individual who is passionate about financial services, we encourage you to apply for this exciting opportunity.



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