Bancassurance Sales Officer (Laguna)

Sun Life GREPA Financial

CALABARZON, Laguna

At least 1 Year Experience

Contractual, full, or part time positions are available

4 vacancies available

Responsibilities

Duties and Responsibilities:

• 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

Qualifications:

• Candidate must be a Bachelor’s/College Degree holder, any field.

* Background in Sales, Marketing, Account Management, is an advantage
• Full-Time position(s) available.

Requirements

  • Preferably Supervisor / Senior Associate (5 yrs and up experience) specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent.

Additional Information

  • Location: Laguna, CALABARZON.
  • Full Time position(s) are available.
  • Number of vacancies: 4.