Sales Officer - Greenhills

- 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