Sun Life Grepa Financial, Inc.

Bancassurance Area Manager

Sun Life Grepa Financial, Inc.  •  Republic of the Philippines (Onsite)  •  1 month ago
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Job Description

  • Manages and develops the BSOs assigned to ensure that Key Result Areas (KRAs) are met or exceeded
  • Establishes, maintains and grows relationships with the Branch head and other key bank employees and ensures regular contact and communications through the conduct of regular meetings and other means to support the achievement of the area production target
  • Reporting, planning and administration - including budgets and management information
  • Market Analysis
  • Training, coaching, monitoring and assessment of Bancassurance Sales Officers
  • Closely coordinating and monitoring daily activities of BSOs, including following up accounts for closing and reporting all activities to Region Head and/or Sales Head on a daily basis
  • Spotting performance gaps that need focus, determining opportunities for BSO improvement, communicating specific development directions for individuals and encouraging positive changes in behavior
  • Working closely with marketing partners and other operational fronts for resources, connections, authorities, information, and opportunities that BSOs might need to perform fully
Sun Life Grepa Financial, Inc.

About 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.

Industry
Finance & Insurance
Company Size
501-1,000 employees
Headquarters
Makati City, PH
Year Founded
1954
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