Financial Advisor

4 weeks ago

Manila, National Capital Region, Philippines TalentUS Inc. Full time
Overview

Senior Talent Acquisition Specialist and Social Media Manager @ TalentUS, Inc.

We're Hiring: Bancassurance Financial Advisors

Client: EastWest Ageas Insurance

Location: National Capital Region (Assigned EastWest Bank Branches)

Work Setup: Onsite

About the Role

As a Bancassurance Financial Advisor, you will be working onsite at an assigned EastWest Bank branch. You'll provide clients with life insurance and investment-linked products while building strong partnerships with bank personnel to generate leads and help customers achieve their financial goals.

Key Responsibilities
  • Promote & sell life insurance and investment products
  • Conduct financial needs analysis & client consultations
  • Deliver excellent customer service and tailored financial advice
  • Collaborate with bank staff to generate leads & referrals
  • Achieve monthly sales targets and KPIs
Qualifications
  • Completed at least 2 years in college + 2 years of sales or customer service experience, OR
  • Bachelor's degree + 1 year of experience (preferably in financial institutions)
  • Fresh graduates from business-related courses are welcome
  • Strong communication & relationship-building skills
  • Goal-driven, proactive, and highly motivated
  • Willing to work onsite at assigned EastWest Bank branches
Job Details
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Sales and Finance
  • Industries: Insurance and Banking

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