Financial Services Manager
4 weeks ago
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.
- 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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Financial Service Consultant
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