Bancassurance Sales Officer

Company Description:

Sun Life Grepa Financial, Inc. (SLGFI) is a joint venture between the Yuchengco Group of Companies and Sun Life Financial–Philippines, combining local market strength with international insurance expertise.

The company offers a broad range of financial protection and insurance products through agency, bancassurance, and group account channels.

YGC is one of Southeast Asia's largest conglomerates, with over 90 companies across various industries, providing strong institutional backing.

Sun Life has been a leading player in the Philippine financial services market for more than 120 years, giving SLGFI a stable foundation and long-term commitment to client welfare.

Applicants can expect to join an organization focused on financial security, professional growth, and trusted client relationships.

Role Description:

The Bancassurance Sales Officer is a full-time, on-site role based in Davao, working closely with bank branch personnel to promote and sell Sun Life Grepa insurance and financial protection products.

The role involves daily client interaction, including identifying customer needs, providing product information, and conducting financial needs analysis to recommend appropriate solutions.

The Bancassurance Sales Officer will perform regular branch visits, manage leads and referrals, prepare proposals, and support application and policy servicing.

Responsibilities include achieving sales targets, maintaining accurate records of client engagements, ensuring compliance with company policies and regulatory requirements, and participating in training and sales campaigns.

The role also requires building strong relationships with bank partners, delivering quality customer service, and representing the company professionally within the assigned branch network.

• Strong sales and customer service skills, with the ability to build relationships, handle inquiries, and convert leads into clients.
• Effective communication and interpersonal skills, including clear presentation abilities and confidence in interacting with diverse clients and bank staff.
• Basic financial and insurance literacy, with the capacity to understand and explain life insurance, investment-linked products, and financial protection solutions.
• Organizational and time management skills to handle multiple client appointments, documentation, and branch activities efficiently.
• Results-driven mindset, resilience, and the ability to work under targets in a fast-paced, branch-based environment.
• Proficiency in using standard office applications and digital tools for reporting, client tracking, and online training.
• Bachelor's degree in Business, Finance, Marketing, or a related field is preferred; relevant sales or banking experience is an advantage.
• Integrity, professionalism, and adherence to regulatory and company compliance standards.
• Willingness to be assigned on-site in Davao and to collaborate closely with bank branch teams.