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.
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: Php25,- 00 - Php30,000.00 per month
Benefits: - Additional leave
Company Christmas gift
Health insurance Opportunities for promotion
Pay raise- Promotion to permanent employee
Schedule: Day shift
Supplemental Pay:
Anniversary bonus Commission pay
Performance bonus Yearly bonus
Application Question(s):
- Do you have a copy of your TOR / Diploma
Are you a Licensed Financial Advisor / Bancassurance Sales Officer
Education:
Experience:- Sales: 3 years (Required)
Location:
Manila (Preferred)
