Bancassurance Sales Officer (Binondo Area)

Bancassurance Sales Officer (Binondo Area)

Sun Life Grepa Financial

Bancassurance Sales Officer (Binondo Area)

Details of the offer

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.

Additional Information

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

Source: Jora




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