Deskripsi Pekerjaan
Are you a results-driven professional looking to accelerate your career in the financial services sector? Sun Life Grepa Financial is currently seeking a highly motivated Bancassurance Sales Executive to join our team in Carmona, Cavite. In this pivotal role, you will act as a bridge between banking excellence and insurance solutions, providing tailored financial advice to clients to help them secure their future.
You will be working within a dynamic banking environment, identifying client needs, and presenting high-value insurance products that align with their long-term goals. If you have a passion for sales, a consultative approach to building client relationships, and a desire to be part of a top-tier financial institution, we want to hear from you.
Tanggung Jawab
- Identify and develop new business opportunities by engaging with bank clients to promote insurance solutions.
- Provide expert financial guidance and tailor insurance products to meet individual client needs and life goals.
- Build and maintain strong, long-term relationships with bank branch personnel to foster a collaborative sales environment.
- Achieve and exceed monthly sales targets and key performance indicators (KPIs).
- Conduct financial reviews and product presentations to potential and existing clients.
- Maintain accurate records of client interactions and sales activities using company systems.
- Ensure compliance with all company and industry regulatory standards during the sales process.
Kualifikasi
- Bachelor’s or College Degree in any field.
- At least 1 year of proven working experience in sales, preferably within the insurance or financial services industry.
- Exceptional interpersonal, communication, and negotiation skills.
- Highly self-motivated with a track record of meeting or exceeding performance targets.
- Professional demeanor with a customer-centric mindset.
- Proficiency in basic computer applications and sales tracking tools.
- Ability to work effectively in a fast-paced retail banking environment.