- 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
- Attends all Administrative functions
- Candidate must be a Bachelor’s/College Degree holder, any field.
- Good communication skills
Background in Sales, Marketing, Account Management, is an advantage
- Candidate must possess at least a Bachelor's/College Degree on any course.
- Preferably Fresh Grad / Entry Level specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent.
- Location: Pasig City, NCR.
- Full Time position(s) are available.
- Number of vacancies: 3.