Sales Officer

Sun Life Grepa Financial, Inc. (Sun Life Grepa) is a joint venture between the Yuchengco Group of Companies (YGC) and Sun Life Philippines (Sun Life). Sun Life Grepa offers financial protection products through its agency, bancassurance, and group account channels. YGC is one of Southeast Asia's largest conglomerates with over 90 companies, while Sun Life has been a top player in the Philippine market for over 120 years
The Role Your responsibilities will include:
Conduct comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.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.Ideal Profile 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 applyWhat's on Offer? Opportunity within a company with a solid track record of performanceJoin a market leader within InsuranceA role that offers a breadth of learning opportunities