Deskripsi Pekerjaan
Are you a motivated sales professional looking to make a significant impact in the financial industry? Sun Life Grepa Financial is seeking a dynamic Bancassurance Sales Executive to join our growing team in Newport City, Metro Manila. We are looking for individuals who possess strong interpersonal skills, a passion for helping others secure their financial future, and the drive to meet sales targets.
In this pivotal role, you will be responsible for selling Sun Life insurance products to clients within partner banks. You will work closely with bank officers to identify client needs and provide tailored financial solutions that ensure long-term security. Our goal is to expand our footprint by connecting Filipino families with the protection and wealth management solutions they deserve.
By joining us, you will benefit from a supportive work environment, comprehensive training programs, and the opportunity to grow your career with a trusted industry leader. If you are ready to take your career to the next level and contribute to our mission, we want to hear from you!
Tanggung Jawab
- Conduct product presentations and sales demonstrations to bank clients to promote Sun Life insurance plans.
- Build and maintain strong relationships with bank partners and clients to drive repeat business.
- Identify sales opportunities and consistently meet or exceed monthly sales targets and KPIs.
- Provide excellent customer service and handle client inquiries professionally and efficiently.
- Collaborate with bank officers to maximize cross-selling opportunities and expand market reach.
- Stay updated on market trends, competitor activities, and product knowledge.
- Ensure all documentation, compliance forms, and administrative processes are completed accurately and on time.
Kualifikasi
- Must possess at least a Bachelor's/College Degree in any field.
- At least 1 year of working experience in sales, insurance, or related fields is required.
- Strong interpersonal and communication skills with a persuasive demeanor.
- Result-oriented mindset with the ability to work independently and as part of a team.
- Willingness to work in a fast-paced sales environment and visit partner banks.
- Flexibility and a proactive approach to achieving goals.