Sales Executives

Sun Life Grepa Financial, Inc.

Rosario, Cavite

• Conduct comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.
• Expertly analyze data, prepare detailed reports, and deliver compelling presentations with tailored recommendations for Sun Life GREPA's top-notch products.
• Facilitate seamless completion of application forms and diligently handle all underwriting requirements.
• Deliver exceptional after-sales services to ensure utmost customer satisfaction.
• Maintain meticulous records of production and activities, showcasing your dedication and performance.
• Cultivate and nurture strong relationships with bank branch personnel, fostering collaboration and mutual success.
• Drive business growth by generating valuable referrals for the bank through strategic fact-finding interviews.
• Provide invaluable marketing feedback, contributing to the continuous improvement of our products and services.
• Attend to all administrative functions with precision and... More Detail

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