Bancassurance Sales Officer (NCR)

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Responsibilities

JOB DESCRIPTION:

  • Undertakes Financial planning interviews using structured presentation processes and fact find materials
  • Analyze, 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

Requirements

  • Candidate must possess at least a Bachelor's/College Degree on any course.
  • Preferably Senior Executive / Supervisor specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent.
  • Required skill(s): Presentation.

Additional Information

  • Location: Manila, NCR.
  • Full Time position(s) are available.
  • Number of vacancies: 5.