Affinity Financial Officer

Makati, National Capital Region
Posted 9 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 whit 90 companies, while Sun Life has been a top player in the 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

Responsible for promoting, marketing, and selling the company’s life insurance products through the provision of financial planning service to Seafarers.
Responsible for the overall delivery of sales targets, execution and implementation of Affinity Marketing’s strategies and initiatives by conducting presentations, identifying the needs of clients, recommending solutions, closing the sale, and rendering after-sales service
Manages and consistently builds a mutually beneficial relationship with counterparts (Crewing Managers and Marine Personnel Coordinators) to ensure that adequate support in terms of Group insurance sales and leads generation for individual insurance.
Ensures the delivery of issued policy contract to client within the agreed turnaround time
Ensures the attainment of sales target on a monthly basis
Builds, develops, and maintains a mutually beneficial relationship with counterparts to ensure a steady flow of qualified leads/referrals; regularly provides feedback and updates to counterparts as to the status of leads and/or submitted applications

Minimum Qualifications:
Graduate of any 4-year course
Good communication and presentation skills
With a Life Insurance License (Traditional & VUL) by Insurance Commission
Computer Literate – Basics in MS Word, MS Excel and Power Point
People and results oriented
Salary:
25.000,00 ₱ Monthly

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