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
• 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.
- Preferably Supervisor / Senior Associate (5 yrs and up experience) specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent.
- Location: Laguna, CALABARZON.
- Full Time position(s) are available.
- Number of vacancies: 4.