Deskripsi Pekerjaan
Join Sun Life Grepa Financial as a Bancassurance Sales Executive and become a key player in empowering Filipinos to achieve financial security. In this dynamic role, you'll develop and maintain strategic partnerships with bank partners while promoting our comprehensive insurance and investment products. We offer a competitive monthly salary of ₱20,000 – ₱25,000 plus commission incentives, ongoing professional development, and a supportive team environment. If you're a motivated sales professional with strong relationship-building skills and a passion for helping clients secure their financial future, this opportunity is your gateway to a rewarding career in the financial services industry.
Tanggung Jawab
- Develop and maintain strong relationships with bank partners to drive bancassurance sales
- Present and sell insurance products (life, health, investment-linked) to bank clients
- Achieve monthly sales targets and key performance indicators (KPIs)
- Conduct product training for bank staff to enhance their sales capabilities
- Prepare sales reports and maintain accurate client records
- Ensure compliance with regulatory requirements and company policies
- Identify new sales opportunities within assigned bank territories
- Stay updated on industry trends and product innovations
Kualifikasi
- Bachelor's degree in any field (Business, Finance, Economics, or Marketing preferred)
- Minimum 1 year of sales experience in bancassurance, insurance, or financial services
- Strong communication and interpersonal skills with client-focused mindset
- Proven track record of meeting or exceeding sales targets
- Valid driver's license with own transportation (required for client meetings)
- Proficiency in MS Office applications and CRM systems
- Ability to work independently and as part of a collaborative team
- Knowledge of insurance products and regulatory compliance standards