Bancassurance Financial Advisor for Cebu

Overview Bancassurance Financial Advisor for Cebu. Be among the first applicants and direct message the job poster from EastWest Ageas Insurance. We are looking for authentic, bold, and charismatic stewards ready to work towards our goals and passion. Compensation Be a Financial Advisor in Cebu and earn 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 Role and Responsibilities As an EastWest Ageas Financial Advisor, your daily grind is all about meeting our customers\' financial needs through EWA’s customer-centric solutions. Focus on this to help you meet and exceed sales targets. Your responsibilities include: Achieve 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 life insurance solutions to EastWest Bank customers 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 to the Sales team and the bank partner Attend regular meetings with the Sales team Set annual meetings with customers for financial and needs reviews, stay engaged during milestones, and seek referrals Ensure compliance requests from internal and external sources are understood and implemented Stay informed about the Philippine financial markets, products, and competitors Qualifications and Skills Completed at least 2 years in college + relevant experience in sales or customer service Fresh graduates from business-related courses are considered 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.) Strong interpersonal, oral and written communication skills Sales-oriented, self-motivated, and eager to succeed High energy and enthusiasm; adaptable to change Team player who can also work independently Understanding customer needs to provide a positive experience What You Will Do for Us Meet productivity targets (sales, policy count, persistency rating) Build and maintain relationships with the bank partner and customers; explain EWA’s customer-centric solutions to EastWest Bank staff Provide financial planning and life insurance recommendations to EastWest Bank customers Solicit new business, cross-sell, and up-sell to the bank\'s customer base Oversee application to delivery processes and after-sales service Plan activities and report to the Sales team and bank partner Attend regular Sales team meetings Schedule annual financial reviews with customers and pursue referrals Ensure compliance requests are understood and implemented Keep informed about financial markets in the Philippines Seniority level Associate Employment type Full-time Job function Sales, Customer Service, and Finance Industries: Insurance and Financial Services Referrals increase your chances of interviewing at EastWest Ageas Insurance by 2x How to apply Sign in to set job alerts for “Bancassurance Specialist” roles. Location: Cebu, Central Visayas, Philippines. #J-18808-Ljbffr