Job Description:
- Undertakes Financial planning interviews using structured presentation processes and fact find materials.
- Analyzes, prepares reports and presents findings with recommendations for Sun Life Grepa products.
- Completes 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.
Qualifications:
- Candidate must be a Bachelor’s/College Degree holder in any field.
- At least 1 year of working experience (preferred).
- Background in sales, marketing, or account management is an advantage.
Job Type: Full-time
Pay: Php21,000.00 - Php25,000.00 per month
Benefits:
- Company events
- Life insurance
- Opportunities for promotion
- Paid training
Schedule:
Supplemental Pay:
- 13th month salary
- Commission pay
- Yearly bonus
Education:
Experience:
- Sales: 1 year (preferred)
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