Job 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.
Job Specification
- Candidate must be a Bachelor's/College Degree holder, any field.
- At least 1 year of working experience
- Background in Sales, Marketing, Account Management, is an advantage.
Job Type: Full-time
Pay: Php21,100.00 - Php25,000.00 per month
Benefits:
- Additional leave
- Company Christmas gift
- Company events
- Health insurance
- Life insurance
- Opportunities for promotion
- Paid training
- Pay raise
- Promotion to permanent employee
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Supplemental Pay:
- 13th month salary
- Anniversary bonus
- Bonus pay
- Commission pay
- Overtime pay
- Performance bonus
- Quarterly bonus
- Yearly bonus
Application Question(s):
- Do you have a copy of your TOR / Diploma?
Education:
Experience:
- Sales: 1 year (Preferred)
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