Bancassurance Sales Executive

₱20-25K[Monthly]
On-site - MakatiFull-time1-3 Yrs ExpBachelor
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Job Description

NegotiationRelationship BuildingCustomer Relationship ManagementTeamworkInterpersonal SkillsCommunication Skills

Description

Sun Life Grepa Financial is currently hiring for a Sales Executive for bancassurance who will be assigned in one of our partnered banks, RCBC (Rizal Commercial Banking Corporation).


Sun Life Grepa Financial, Inc. (Sun Life Grepa) is a joint venture between the Yuchengco Group of Companies (YGC) and Sun Life Philippines (Sun Life). Sun Life Grepa offers financial protection products through its agency, bancassurance, and group account channels. YGC is one of Southeast Asia's largest conglomerates with over 90 companies, while Sun Life has been a top player in the Philippine market for over 120 years


  • 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.

Requirements

  • 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.

Giancarlo Penaloza

Sun Life Grepa Financial, Inc.Recruitment Assistant

Working Location

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

Benefits

  • Employee Recognition and Rewards

    Commission, Employee Recognition Program, Incentives

  • Government Mandated Benefits

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

  • Insurance Health & Wellness

    Life Insurance

  • Professional Development

    Professional Development

Read More

Posted on 14 October 2024

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