Experience
Bancassurance Financial Advisor
-Undertakes Financial planning interviews using structured presentation processes and fact find materials
-Analyze, prepares reports and present findings with recommendations for Sun Life Grepa products
-Complete application forms and attends to underwriting requirements
-Provides after-sales services
-Compiles and maintains sound relationships with bank branch personnel
-Generates referrals for the bank from factfinding interviews
-Provides Marketing feedback
-Attends all Administrative functions
Education
Bachelor of Science in Business Administration Major in Operations Management
The Bachelor of Science in Business Administration Major in Operations Management is a four year degree course that revolves around the day to day operation of businesses. This includes the process involved in the production and distribution of goods, the delivery of services, and managing the equipment and facilities used to run a business.