Deskripsi Pekerjaan
Join Sun Life Grepa Financial, a leading financial services provider, as a Bancassurance Sales Executive in Angat, Bulacan. This dynamic role offers the opportunity to bridge the gap between banking and insurance services by promoting innovative financial solutions to bank clients. You'll leverage your sales expertise to help clients secure their financial future through tailored insurance and investment products. With competitive compensation and comprehensive training, this position is ideal for motivated professionals seeking growth in the financial services sector. Why Sun Life Grepa? We're committed to empowering communities through financial literacy, offering a supportive environment where your sales skills directly transform lives. If you're passionate about building client relationships and exceeding targets, apply now to join our mission-driven team.
Tanggung Jawab
- Promote bancassurance products (insurance, investments, pension plans) to bank clients
- Develop and maintain strong relationships with bank partners and branch managers
- Conduct client needs analysis to recommend suitable financial solutions
- Achieve monthly sales targets and key performance indicators
- Provide product demonstrations and educational sessions to bank staff and clients
- Ensure compliance with regulatory requirements and company policies
- Generate sales reports and maintain accurate client documentation
Kualifikasi
- Bachelor's degree in any field (Business, Finance, Economics preferred)
- Minimum 1 year sales experience in banking, insurance, or financial services
- Strong communication and presentation skills
- Proven ability to build client relationships and close sales
- Valid driver's license with own transportation (field-based role)
- Proficiency in MS Office applications
- Willingness to work flexible hours including weekends