Financial Sales Executive
Job Description
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.
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
Active today
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
Job Training, Professional Development
Posted on 17 September 2024
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