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Financial Consultant, Makati

Financial Consultant, Makati
Description

Meet mandatory sales metrics through sale of quality businesses and support companys mission to provide financial planning to the public. Maintains professionalism and abide by the policies set by the company and its regulators, not limited through ones interaction with bank partners and clients.


  • 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
Highlights
  • Company name
    SunLife Grepa Financial, Inc. (formerly Grepalife Financial Inc.)
  • Job position
    Financial Consultant
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Financial Consultant has been posted in the Bel-Air Accounting, Financing & Banking category on Locanto.

If you’re looking for something similar, check out Accountant & General Affair Assistant, Makati City, Accounting Associate (Makati City), Makati City or IT Officer for an Insurance Company in Makati, also posted in Accounting, Financing & Banking. Right now, there are 9 classified ads in Accounting, Financing & Banking in Bel-Air on Locanto.

Interested in more? Widen your search to view ads in nearby areas of Bel-Air. This includes Accounting, Financing & Banking in Makati, Mandaluyong City and Pandacan. There are more ads within a 15 km radius for this category. If you want to view those ads, click here.