Sales Officer (Bancassurance)
Sun Life Grepa Financial, Inc.
Date: 9 hours ago
City: Makati City
Contract type: Full time
Sun Morning, connections!
We are currently looking for a Bancassurance Sales Officer which will be assigned to our partnered bank RCBC/CTBC.
Description
We are currently looking for a Bancassurance Sales Officer which will be assigned to our partnered bank RCBC/CTBC.
Description
- Undertakes Financial planning interviews using structured presentation processes and fact find materials.
- Analyzes, prepares reports and present findings with recommendation for Sun Life Grepa products.
- Complete 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.
- Candidate must be a Bachelor's/College Degree holder, any field.
- At least 1 year of working experience
- Background in Sales, Marketing, Account Management, is an advantage.
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