Deskripsi Pekerjaan
Are you a driven professional looking to build a rewarding career in the financial services sector? Sun Life Grepa Financial is seeking a highly motivated Bancassurance Sales Executive to join our team in Quezon City. In this role, you will act as a key liaison between the bank and our clients, providing expert financial guidance and insurance solutions that protect our customers' futures.
You will work in a dynamic environment, leveraging your sales acumen and interpersonal skills to achieve business targets while fostering long-term relationships with bank clients. If you are passionate about helping people achieve financial security and are looking for a company that invests in your growth, we invite you to apply.
Tanggung Jawab
- Identify and develop new business opportunities by engaging with bank clients at the branch level.
- Conduct professional financial needs analysis to recommend appropriate life and health insurance solutions.
- Achieve and exceed monthly sales targets and key performance indicators (KPIs).
- Deliver exceptional customer service by providing clear explanations of insurance products and policy benefits.
- Collaborate effectively with bank partners and branch staff to maximize lead generation and conversion.
- Maintain accurate sales records and reports using company CRM tools.
- Stay updated on market trends, industry regulations, and Sun Life Grepa’s latest product offerings.
Kualifikasi
- Bachelor’s degree in any field from an accredited university.
- Minimum of 1 year of professional experience in sales, banking, or the insurance industry.
- Excellent communication and presentation skills in both English and Filipino.
- Strong interpersonal skills with the ability to build trust and rapport quickly.
- Highly self-motivated, target-oriented, and resilient in a high-pressure sales environment.
- Proficiency in basic computer applications and digital tools for reporting.
- Willingness to be assigned at 134 Katipunan Ave., St. Ignatius, Quezon City.