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

• 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