
Financial Advisor
15 hours ago
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 RoleAs 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
- 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
- Seniority level: Associate
- Employment type: Full-time
- Job function: Sales and Finance
- Industries: Insurance and Banking
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