job description
Join Sun Life Grepa Financial, Inc. as a Bancassurance Sales Officer and embark on a rewarding career in the financial services industry. In this dynamic role, you will leverage your sales expertise to promote and sell insurance and investment products through our banking partners, helping clients secure their financial future.
As a trusted advisor, you will build long-term relationships with clients, understand their unique financial needs, and provide tailored solutions that align with their goals. This position offers a competitive salary, professional growth opportunities, and the chance to make a meaningful impact in the lives of individuals and families.
If you are a motivated, results-driven professional with a passion for sales and customer service, we invite you to apply and become part of a leading financial institution committed to excellence and innovation.
Responsibility
- Develop and maintain strong relationships with banking partners to drive bancassurance sales.
- Identify and engage potential clients to assess their financial needs and recommend suitable insurance and investment products.
- Achieve and exceed monthly, quarterly, and annual sales targets.
- Provide exceptional customer service by addressing client inquiries, resolving concerns, and ensuring a seamless experience.
- Stay updated on industry trends, product offerings, and regulatory changes to provide accurate and relevant advice.
- Collaborate with the marketing team to develop and implement sales strategies and promotional campaigns.
- Prepare and present sales reports, performance metrics, and client feedback to management.
- Participate in training programs to enhance product knowledge and sales techniques.
Qualifications
- Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.
- Proven track record in sales, preferably in the financial services or insurance industry.
- Strong communication, negotiation, and interpersonal skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Customer-focused mindset with a commitment to delivering high-quality service.
- Familiarity with bancassurance products and financial planning is a plus.
- Willingness to travel and meet clients as needed.
- Professional certification in insurance or finance (e.g., CPA, CFA) is an advantage.