Financial Consultant

SunLife Grepa Financial, Inc. (formerly Grepalife Financial Inc.)

$360-450[Monthly]
On-site - Makati1-3 Yrs ExpBachelorFull-time
Share

Job Description

Benefits

  • Employee Recognition and Rewards

    Commission, Employee Recognition Program, Incentives

  • Government Mandated Benefits

    13th Month Pay, Pag-Ibig Fund, Philhealth, SSS/GSIS

  • Insurance Health & Wellness

    Health Insurance, Life Insurance, HMO

  • Others

    Company Social Events

  • Professional Development

    Job Training, Professional Development

  • Time Off & Leave

    Birthday Leave, Sick Leave, Vacation Leave

Read More

Description

Meet mandatory sales metrics through sale of quality businesses and support company’s mission to provide financial planning to the public. Maintains professionalism and abide by the policies set by the company and its regulators, not limited through one’s interaction with bank partners and clients.


  • Undertakes Financial planning interviews
  • Analyze, prepares reports and present findings with recommendation for Sun Life Grepa products
  • Provides after-sales services
  • Develops and maintains sound relationships with bank branch personnel
  • Generates referrals for the bank from fact finding interviews

Requirements

  • Candidate must possess at least Bachelor's/College Degree in any field.
  • At least 1 Year(s) of working experience in the related field is required for this position
SalesCustomer ServiceRelationship Building
Preview

Andrea Beatriz Forlales

Talent Acquisition SpecialistSunLife Grepa Financial, Inc. (formerly Grepalife Financial Inc.)

Active within seven days

Working Location

Sen. Gil J. Puyat Ave. Sen. Gil J. Puyat Ave, Metro Manila, Philippines

Posted on 19 May 2025

Bossjob Safety Reminder

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

  • withholds your ID,
  • requires you to provide a guarantee or collects property,
  • forces you to invest or raise funds,
  • collects illicit benefits,
  • or other illegal situations.