Bancassurance Sales Officer

Sun Life Grepa Financial, Inc. (Sun Life Grepa) is a joint venture between the Yuchengco Group of Companies (YGC) and Sun Life Philippines (Sun Life). Sun Life Grepa offers financial protection products through its agency, bancassurance, and group account channels.

YGC is one of Southeast Asias largest conglomerates with over 90 companies, while Sun Life has been a top player in the Philippine market for over 120 years.

A product of the union of distinct brands with their own strengths and global recognition, Sun Life Grepa is a major player in the life insurance industry in the country.

Sun Life Grepa was formerly known as Grepalife Financial, the flagship life insurance firm of YGC. Established in 1954, it has evolved to be one of the industrys leaders with its daring innovations that have now become industry standards. Grepalife Financial was the first local insurance firm to pioneer the installment life concept and group credit. It also introduced the salary savings/ salary deduction plan which allowed public servants and ordinary employees to pay for their policies. Carrying its original mandate to bring the benefits of life insurance to those who needed it most the underpaid and the rural folk Grepalife Financial sought to find greater ways to give more Filipinos access to life insurance. With the joint venture between Sun Life and YGC, a part of Grepalifes name was incorporated in the new entity name, Sun Life Grepa.

As one of the countrys major life insurance companies, Sun Life Grepa focuses its efforts on financial literacy, with the aim of enlightening Filipinos on the importance of preparing for a brighter, more prosperous future. The company does this though its various campaigns anchored on Money for Life a planning tool that helps people plan for their changing financial needs at any stage of life, be it from getting started, to moving up, to preparing ahead, to leaving a legacy.

The Role

As a Bancassurance Sales Officer, you will:

• Conduct comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.
• Deliver exceptional after-sales services to ensure utmost customer satisfaction.
• Maintain meticulous records of production and activities, showcasing your dedication and performance.
• Provide invaluable marketing feedback, contributing to the continuous improvement of our products and services.
• Attend to all administrative functions with precision and efficiency, ensuring smooth operations.

Join Us and Experience the Following:

• Competitive monthly salary guaranteed 14 months
• Comprehensive life insurance and health coverage for you and your dependents
• Comprehensive wellness programs that support your physical, financial, mental and emotional health
• Flexible work schedule and hybrid work set up for non-sales roles
• Generous vacation leave policy that allows you to recharge and return to work refreshed and celebrate your special moments
• Access to various learning and development opportunities

Are you an exceptional talent who wants to realize your purpose? Join our team! We pride ourselves in having a people-first, highly collaborative and supportive culture!

Our work is more than just a paycheck we make a difference in the lives of Filipinos by helping them achieve financial security and live healthier lives. This is our PURPOSE. You will have meaningful and impactful work, while also enjoying a supportive and energizing work environment.

Ideal Profile

Minimum 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
• Undertakes Financial planning interviews
• Provides after-sales services

What''s on Offer?

• Meaningful work
• Unlimited earning potential
• Career growth opportunities
• Stable industry