Requirements Candidate must possess at least a Bachelor’s/College Degree on any course. Preferably Fresh Grad / Entry Level specializing in Sales – Financial Services (Insurance, Unit Trust, etc) or equivalent. Responsibilities JOB DESCRIPTION: Undertakes Financial planning interviews using structured presentation processes and fact find materials Analyze, prepares reports and present findings with recommendation for Sun Life Grepa products Complete application forms and attends to underwriting requirements Provides after-sales services Compiles production and activity reports Develops and maintains sound relationships with bank branch personnel Generates referrals for the bank from fact finding interviews Provides Marketing feedback Attends all Administrative functions QUALIFICATIONS: Candidate must be a Bachelor’s/College Degree holder, any field. Good communication skills Background in Sales, Marketing, Account Management, is an advantage Additional Info Location: Pasig City, NCR. Full Time position(s) are available. Number of vacancies: 3.

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