Financial Advisor (quezon City)
Troo (east West Ageas Life Insurance)
Metro Manila, Philippines
4d ago
source :

Qualifications :

  • Must be a graduate of 4-year college course
  • A minimum of 1 year experience in dealing directly with customers, preferably in a financial institution is required for this position
  • Experience of selling goods or services to individual customers is also a plus.
  • Proficiency in Microsoft application (Word, Excel, PowerPoint, etc.)
  • Available locations : Acropolis, Edsa Munoz, Katipunan St. Ignatius and Tomas Morato
  • Job Duties :

  • Achieve the productivity targets (sales, policy count, persistency rating)
  • Establish and maintain relationship with bank partner and customer base; working with EastWest Bank staff to ensure they have an understanding of EWAL’s Customer Centric Bancassurance Solutions Service and are able to identify and refer customers who they feel have a need for such an offering
  • Conduct financial planning and provide solutions for bank clients; working with customers referred from East West Bank staff to understand their financial situation and recommending Troo Financial Solutions that help the customers achieve their identified goals
  • We offer unlimited commission so you can earn as much as you want!

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