Bancassurance Sales Officer-CDO
Sun Life Grepa Financial, Inc.
Date: 1 week ago
City: Cagayan de Oro
Contract type: Full time
- Candidate must possess at least Bachelor's/College Degree in any field.
- At least 1 Year(s) of working experience in the related field is required for this position
- Undertakes Financial planning interviews
- Analyze, prepares reports and present findings with recommendation for Sun Life Grepa products
- Provides after-sales services
- Develops and maintains sound relationships with bank branch personnel
- Generates referrals for the bank from fact finding interviews
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