job description
Join Sun Life Grepa Financial, Inc. as a Bancassurance Sales Officer and embark on a rewarding career in the financial services industry. This role offers the unique opportunity to work remotely from the vibrant locations of Bali, Indonesia, while contributing to one of the Philippines’ leading financial institutions.
As a Bancassurance Sales Officer, you will play a pivotal role in driving financial inclusion by offering tailored insurance and investment solutions to clients through our banking partners. This position is ideal for dynamic, results-driven professionals who thrive in a client-facing environment and are passionate about helping individuals secure their financial future.
Sun Life Grepa is committed to fostering a culture of excellence, integrity, and innovation. With competitive compensation, performance-based incentives, and comprehensive training, this role provides a solid foundation for long-term career growth in the financial sector.
Responsibility
- Develop and maintain strong relationships with banking partners to promote Sun Life Grepa’s bancassurance products.
- Conduct financial needs analysis for clients and recommend suitable insurance and investment solutions.
- Achieve and exceed monthly, quarterly, and annual sales targets through proactive client engagement.
- Provide exceptional customer service by addressing inquiries, resolving concerns, and ensuring client satisfaction.
- Stay updated on industry trends, product offerings, and regulatory changes to deliver accurate and compliant advice.
- Collaborate with the marketing team to execute campaigns and promotions aimed at increasing product visibility.
- Maintain accurate records of client interactions, sales activities, and policy details in the company’s CRM system.
- Participate in training programs and workshops to enhance product knowledge and sales techniques.
Qualifications
- Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.
- Minimum of 1-2 years of experience in sales, preferably in financial services, insurance, or bancassurance.
- Strong communication, negotiation, and interpersonal skills to build trust with clients and partners.
- Proven track record of meeting or exceeding sales targets in a competitive environment.
- Familiarity with insurance products, financial planning, and regulatory compliance (training provided for the right candidate).
- Self-motivated, goal-oriented, and able to work independently with minimal supervision.
- Proficiency in Microsoft Office Suite and CRM software.
- Willingness to work flexible hours, including weekends, if required by client needs.