Insurance Industry Representative

3 days ago


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

Sun Life Grepa Financial, Inc. is currently looking for a highly motivated Bancassurance Sales Officer to join our team. In this role, you will be responsible for conducting financial planning interviews with clients, analyzing their needs, and presenting findings with recommendations for our products.

The ideal candidate will have a strong understanding of the insurance industry, excellent communication skills, and the ability to work independently.

  • Main Responsibilities:
  • Conduct financial planning interviews with clients to identify their needs and goals.
  • Analyze client data and prepare reports with recommendations for our products.
  • Develop and maintain relationships with bank branch personnel to promote our products.
Requirements

To be successful in this role, you will need a Bachelor's degree in any field and at least 1 year of working experience. Background in sales, marketing, or account management is an advantage.



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