Sales Officer

2 weeks ago


Makati City, National Capital Region, Philippines Sun Life Grepa Financial Full time ₱500,000 - ₱1,000,000 per year

On-site - Makati 1-3 Yrs Exp Bachelor Full-timeJob DescriptionWe are currently looking for a Bancassurance Sales Officer which will be assigned to our partnered bank RCBC/CTBC.Responsibilities:Undertakes Financial planning interviews using structured presentation processes and fact find materials. Analyzes, prepares reports and presents findings with recommendations for Sun Life Grepa products. Completes application forms and attends to underwriting requirements.

Provides after-sales services. Compiles production and activity reports. Develops and maintains sound relationships with bank branch personnel.

Generates referrals for the bank from fact-finding interviews. Provides marketing feedback. Attends all administrative functions.

RequirementsCandidate must be a Bachelor's/College Degree holder, any field. At least 1 year of working experience. Background in Sales, Marketing, or Account Management is an advantage.

Working LocationIf the position requires you to work overseas, please be vigilant and beware of fraud.


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