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San Ildefonso

    Bancassurance Sales Officer - San Ildefonso, Pilipinas - Sun Life Grepa Financial, Inc.

    Sun Life Grepa Financial, Inc.
    Sun Life Grepa Financial, Inc. San Ildefonso, Pilipinas

    6 araw ang nakalipas

    Default job background
    Buong oras
    Paglalarawan

    • Conduct comprehensive financial planning interviews using innovative structured presentation techniques and insightful factfind materials.
    • Expertly analyze data, prepare detailed reports, and deliver compelling presentations with tailored recommendations for Sun Life GREPA's topnotch products.
    • Facilitate seamless completion of application forms and diligently handle all underwriting requirements.
    • Deliver exceptional aftersales 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 factfinding 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 positionUndertakes Financial planning interviewsAnalyze, prepares reports and present findings with recommendation for Sun Life Grepa productsProvides after-sales servicesDevelops and maintains sound relationships with bank branch personnelGenerates referrals for the bank from fact finding interviewsFresh graduates with/without prior experience may apply
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