Have what it takes to be a game-changer in the Filipino insurance industry? Can we hear a big bold YES?
Say yes to Troo and be a Troo Advisor today! We’re looking for authentic, bold, and charismatic Troopers ready to work towards our goals and passion.
At Troo, 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 a Troo Advisor, your daily grind is all about meeting our customers' financial needs through Troo’s customer-centric solutions.
Focusing on this will surely help you not just meet but exceed sales targets!
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.
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
The Important Stuff :
Graduate of a Bachelor's degree
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.)
Willing to be assigned in East West Bank Benguet-La Trinidad Store