job description
Are you a dynamic and results-driven professional looking to build a rewarding career in sales and financial services? Sun Life Grepa Financial is expanding its team in Bali and invites ambitious individuals—especially from Visayas and Mindanao (VisMin)—to join our mission of empowering financial security across the Philippines and beyond.
At Sun Life Grepa, we foster a people-first culture that thrives on collaboration, innovation, and mutual support. As a Sales Officer, you’ll play a pivotal role in driving business growth by connecting clients with tailored financial solutions, while enjoying a competitive compensation package, professional development, and a vibrant work environment.
This is a full-time, on-site opportunity in Bali, offering a unique blend of career advancement and the chance to live in one of the world’s most sought-after destinations. If you’re passionate about sales, relationship-building, and making a tangible impact, we’d love to hear from you!
Responsibility
- Develop and maintain a portfolio of clients by identifying and engaging potential customers through proactive outreach, referrals, and networking.
- Conduct financial needs assessments to recommend personalized insurance, investment, and wealth management solutions.
- Achieve and exceed monthly/quarterly sales targets by delivering compelling presentations and closing deals effectively.
- Build and nurture long-term client relationships through regular follow-ups, exceptional service, and trust-based consultative selling.
- Stay updated on industry trends, product offerings, and regulatory changes to provide accurate and compliant advice.
- Collaborate with team members and cross-functional departments to streamline processes and enhance client satisfaction.
- Participate in training programs and sales meetings to continuously improve skills and product knowledge.
- Document and track sales activities, client interactions, and transactions in CRM systems for reporting and analysis.
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or a related field (or equivalent work experience).
- Proven track record in sales, customer service, or financial advisory roles (minimum 1-2 years preferred).
- Strong communication, negotiation, and interpersonal skills with a client-centric approach.
- Self-motivated, goal-oriented, and able to work independently in a fast-paced environment.
- Familiarity with insurance, investments, or banking products is a plus (training provided for the right candidate).
- Willingness to relocate to Bali (VisMin candidates are highly encouraged to apply).
- Proficiency in English; knowledge of Filipino or local dialects is an advantage.
- Tech-savvy with basic MS Office and CRM tools experience.