Financial Advisor

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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