Financial Advisor for Lipa, Batangas

4 days ago

Lipa City, Calabarzon, Philippines Eastwest Ageas Insurance Full time ₱500,000 - ₱1,000,000 per year

Be assigned in EastWest Bank Store in Lipa, Batangas.

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

Are you passionate about helping fellow Filipinos reach their financial goals? Be an Eastwest Ageas Insurance Financial Advisor and enjoy the following perks

  • Unlimited earning potential
  • Work-Life balance with fixed dayshift and weekends off
  • Follows Philippine bank holidays
  • Fun and engaging workplace

Have what it takes to be a game-changer in the Filipino insurance industry? Can we hear a big bold YES?

Say yes to EastWest Ageas Insurance and be a Bancassurance Financial Advisor today We're looking for authentic, bold, and charismatic stewards ready to work towards our goals and passion.

At EastWest Ageas Insurance, we understand that to delight our customers with an excellent customer experience, we have to do things differently.

Are you ready to help Filipinos plan a better tomorrow so they can live their best lives today?

As an EWA Financial Advisor, your daily grind is all about meeting our customers' financial needs through EWA's customer-centric solutions. Focusing on this will surely help you not just meet but exceed sales targets

Are you the one we're looking for?


• You're professional, confident and have strong interpersonal skills
• You're excellent in oral and written communication skills


• You're sales-orientated, self-motivated, and keen to succeed


• You have high levels of enthusiasm and energy


• You're flexible to change that's why you can adapt to circumstances


• You excel when working with a team and also function well independently


• Understands customer needs to provide positive experience for every interaction

The Important Stuff:

  • Completed at least 2 years in college + relevant experience in sales or customer service
  • Fresh graduates from business-related courses


• 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.)

What you will do for us:


• Achieve the 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 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 their 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; perform customer service and business conservation


• Handle activity planning and reporting both to the Sales team and to the bank partner


• Attend regular meetings with the Sales team


• Set annual meetings with customers for financial and needs review, stay engaged during milestones and celebrations, and possibly obtain a referral to further prospects


• Ensure compliance requests from internal and external sources are understood and implemented


• Stay in the know of financial markets in the Philippines, including products and competitors

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