- Conduct comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.- Expertly analyze data, prepare detailed reports, and deliver compelling presentations with tailored recommendations for Sun Life GREPA's top-notch products.- Facilitate seamless completion of application forms and diligently handle all underwriting requirements.- Deliver exceptional after-sales services to ensure utmost customer satisfaction.- Maintain meticulous records of production and activities, showcasing your dedication and performance.- Cultivate and nurture strong relationships with bank branch personnel, fostering collaboration and mutual success.- Drive business growth by generating valuable referrals for the bank through strategic fact-finding interviews.- 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.Qualification: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 positionUndertakes Financial planning interviewsAnalyze, prepares reports and present findings with recommendation for Sun Life Grepa productsProvides after-sales servicesDevelops and maintains sound relationships with bank branch personnelGenerates referrals for the bank from fact finding interviewsFresh graduates with/without prior experience may apply
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