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Job Description

Company Description

Sun Life Grepa Financial, Inc. (SLGFI) is a joint venture company born out of the partnership of the Yuchengco Group of Companies and Sun Life Financial-Philippines. Sun Life Grepa offers financial protection products through its agency, bancassurance, and group account channels.

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

Job Description and Qualifications

  • 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
  • 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

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Job ID: 144259565