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Sales Officer (Bancassurance), Makati

Sales Officer (Bancassurance), Makati
Description

Sun Morning, connections!


We are currently looking for a Bancassurance Sales Officer which will be assigned to our partnered bank RCBC/CTBC.


Description:

Undertakes Financial planning interviews using structured presentation processes and fact find materials.

Analyzes, 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.


FULL-TIME | ON-SITE WORK SETUP

Highlights
  • Company name
    Sun Life Grepa Financial, Inc.
  • Job position
    Sales Officer (Bancassurance)
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Sales Officer (Bancassurance) has been posted in the Manila Retail, Food & Wholesale category on Locanto.

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