Financial Advisor
3 weeks ago
Job Description
Be assigned in EastWest Bank Store in Cebu Minglanilla.
Position: Financial Advisor at Eastwest Bank Minglanilla, Cebu
Salary: 20K Base Salary + following Incentives:
- Earn as much as P15,000.00 monthly position incentive
- Earn as much as P18,000.00 monthly by performing your qualified best
- Unlimited earning potential from sales commissions and bonuses
Perks:
- Unlimited earning potential
- Work-Life balance with fixed dayshift and weekends off
- Follows Philippine bank holidays
- Fun and engaging workplace
Responsibilities and expectations:
- Be a Bancassurance Financial Advisor focusing on customer-centric solutions for EastWest Bank customers
- Achieve productivity targets (sales, policy count, persistency rating)
- Establish and maintain good relationships with bank partner and customers; coordinate with EastWest Bank staff to explain Troo\'s customer-centric solutions
- Conduct financial planning and recommend Troo solutions to EastWest Bank customers to understand their financial needs and help them achieve 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; provide customer service and business conservation
- Handle activity planning and reporting to the Sales team and bank partner
- Attend regular meetings with the Sales team
- Set annual meetings with customers for financial and needs review; stay engaged during milestones and seek referrals
- Ensure compliance requests are understood and implemented
- Stay informed about the Philippine financial markets, products, and competitors
Qualifications and experience:
- Completed at least 2 years in college + relevant experience in sales or customer service
- Fresh graduates from business-related courses welcome
- Experience in dealing with customers is an advantage, preferably in a financial institution
- Two years of experience in selling goods or services to individual customers (preferred)
- Proficiency in Microsoft Word, Excel, PowerPoint, etc.
Experience:
- Sales: 1 year (Preferred)
Location:
Be a Financial Advisor for Minglanilla Cebu
What you will do for us:
- Meet productivity targets
- Partner with EastWest Bank staff to understand and present Troo\'s solutions
- Provide financial planning and needs-based recommendations
- Cross-sell and up-sell to customers
- Manage end-to-end application to delivery and after-sales service
- Attend Sales team meetings and customer milestones
- Stay compliant with internal and external requirements
- Stay informed about financial markets
What you need to be:
- Professional, confident with strong interpersonal skills; excellent oral and written communication
- Sales-oriented, self-motivated, and goal-driven
- Energetic, adaptable to change, team player and independent
- Understand customer needs to provide positive experiences
The Important Stuff:
- Completed at least 2 years in college + relevant experience in sales or customer service
- Fresh graduates from business-related courses welcome
- Proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
What you will do for us (continued):
- Achieve productivity targets (sales, policy count, persistency rating)
- Establish and maintain relationships with bank partner and customers; work with EastWest Bank staff on Troo\'s solutions
- Solicit new business, cross-sell, and up-sell
- Manage end-to-end process from application to delivery and after-sales service
- Attend regular meetings with Sales team
- Engage with customers for financial reviews and referrals
- Ensure compliance requirements are understood and implemented
- Stay informed about financial markets in the Philippines
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