Affinity Financial Officer

₱25-30K[Monthly]
On-site - MakatiFull-time1-3 Yrs ExpBachelor
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Job Description

Sales & Relationship ManagementDetail OrientedCustomer FocusConsultative SalesPeople Oriented

Description

  • Responsible for promoting, marketing, and selling the company’s life insurance products through the provision of financial planning service to Seafarers.
  • Responsible for the overall delivery of sales targets, execution and implementation of Affinity Marketing’s strategies and initiatives by conducting presentations, identifying the needs of clients, recommending solutions, closing the sale, and rendering after-sales service
  • Manages and consistently builds a mutually beneficial relationship with counterparts (Crewing Managers and Marine Personnel Coordinators) to ensure that adequate support in terms of Group insurance sales and leads generation for individual insurance.
  • Ensures the delivery of issued policy contract to client within the agreed turnaround time
  • Ensures the attainment of sales target on a monthly basis
  • Builds, develops, and maintains a mutually beneficial relationship with counterparts to ensure a steady flow of qualified leads/referrals; regularly provides feedback and updates to counterparts as to the status of leads and/or submitted applications


Requirement

  • Graduate of any 4-year course
  • Good communication and presentation skills
  • With a Life Insurance License (Traditional & VUL) by Insurance Commission
  • Computer Literate – Basics in MS Word, MS Excel and Power Point
  • People and results oriented


Jireh Ephraim Quiwa

Recruitment AssistantSun Life Grepa Financial, Inc.

Active today

Working Location

Grepalife Building, Grepalife Building, 221 Sen. Gil J. Puyat Ave, Makati, Metro Manila, Philippines

Benefits

  • Allowances

    Medical Reimbursement

  • Employee Recognition and Rewards

    Commission

  • Government Mandated Benefits

    13th Month Pay, Employee Loan, Pag-Ibig Fund, Philhealth, SSS/GSIS

  • Insurance Health & Wellness

    Health Insurance

  • Perks Benefits

    Retirement Plan

  • Professional Development

    Employee Assistance Program, Job Training

  • Time Off & Leave

    Birthday Leave, Maternity & Paternity Leave, Sick Leave, Vacation Leave

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Posted on 09 October 2024

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