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

• 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.