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    Sales Executives - Philippines, Pilipinas - Sun Life Grepa Financial, Inc.

    Sun Life Grepa Financial, Inc.
    Sun Life Grepa Financial, Inc. Philippines, Pilipinas

    4 araw ang nakalipas

    Default job background
    Buong oras Seguro
    Paglalarawan
    • Conduct comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.
    • Expertly analyze data, prepare detailed reports, and deliver compelling presentations with tailored recommendations for Sun Life GREPA's top-notch products.
    • Facilitate seamless completion of application forms and diligently handle all underwriting requirements.
    • Deliver exceptional after-sales services to ensure utmost customer satisfaction.
    • Maintain meticulous records of production and activities, showcasing your dedication and performance.
    • Cultivate and nurture strong relationships with bank branch personnel, fostering collaboration and mutual success.
    • Drive business growth by generating valuable referrals for the bank through strategic fact-finding interviews.
    • Provide invaluable marketing feedback, contributing to the continuous improvement of our products and services.
    • Attend to all administrative functions with precision and efficiency, ensuring smooth operations.

    Qualification

    Candidate must possess at least Bachelor's/College Degree in any field.

    At least 1 Year(s) of working experience in the related field is required for this position

    Undertakes Financial planning interviews

    Analyze, prepares reports and present findings with recommendation for Sun Life Grepa products

    Provides after-sales services

    Develops and maintains sound relationships with bank branch personnel

    Generates referrals for the bank from fact finding interviews

    Fresh graduates with/without prior experience may apply
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