On-site - Makati 1-3 Yrs Exp Bachelor Full-time

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.
• 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.