Experienced Financial Advisor For Makati

3 weeks ago

Metro Manila Philippines Buscojobs Full time

Overview

Are you an experienced Financial Advisor? Be assigned in Makati City and earn 20K Base Salary + incentives: up to 15,000.00 monthly position incentive and up to 18,000.00 monthly by performing your best. Unlimited earning potential from sales commissions and bonuses.
Are you passionate about helping fellow Filipinos reach their financial goals? Be an Eastwest Ageas Insurance Financial Advisor and enjoy the following perks:

  • Unlimited earning potential
  • Work-life balance with fixed dayshift and weekends off
  • Follows Philippine bank holidays
  • Fun and engaging workplace

Have what it takes to be a game-changer in the Filipino insurance industry? Can we hear a big bold YES?

Say yes to EastWest Ageas Insurance and be a Bancassurance Financial Advisor today. We're looking for authentic, bold, and charismatic stewards ready to work towards our goals and passion.

At EastWest Ageas Insurance, we understand that to delight our customers with an excellent customer experience, we have to do things differently.

Are you ready to help Filipinos plan a better tomorrow so they can live their best lives today?

Responsibilities

As an EWA Financial Advisor, your daily grind is all about meeting our customers\' financial needs through EWA\'s customer-centric solutions. Focusing on this will surely help you not just meet but exceed sales targets.

What you will do for us:

  • Achieve the productivity targets (sales, policy count, persistency rating)
  • Establish and maintain good relationships with our bank partner and customers; work with EastWest Bank staff to ensure they understand EWA\'s customer-centric solutions
  • Conduct financial planning and recommend EWA solutions to EastWest Bank customers to understand their financial needs and help them achieve their goals
  • Solicit new business, cross-sell, and up-sell to EastWest Bank\'s customer base
  • Manage process flow from application to delivery and after-sales service; perform customer service and business conservation
  • Handle activity planning and reporting both to the Sales team and to the bank partner
  • Attend regular meetings with the Sales team
  • Set annual meetings with customers for financial and needs review, stay engaged during milestones and celebrations, and possibly obtain a referral to further prospects
  • Ensure compliance requests from internal and external sources are understood and implemented
  • Stay in the know of financial markets in the Philippines, including products and competitors
Qualifications

The Important Stuff:

  • Completed at least 2 years in college + relevant experience in sales or customer service
  • Fresh graduates from business-related courses
  • Experience in dealing with customers is an advantage, preferably in a financial institution
  • Ideally, two years of experience in selling goods or services to individual customers
  • Proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)

What you will do for us:

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