Sales Officer - Talamban Cebu

Talamban, Cebu

Posted more than 30 days ago

Company:: Sun Life Grepa Financial Inc.
Company Description:: Sun Life Grepa Financial Inc. is a joint venture between Sun Life Philippines (Sun Life) and the Yuchengco Group of Companies(YGC). YGC is one of Southeast Asia's largest conglomerates with over 90 companies, while Sun Life has been a top player in Philippine market for over 120 years.
Contract Type:: Full Time
Experience Required:: 1 year
Education Level:: Bachelor’s Degree
Gender:: Any
Number of vacancies:: 1

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