Philippines Job Openings

EASTWEST AGEAS LIFE INSURANCE CORPORATION

Financial Advisor (Batangas City)

Batangas

FULL TIME

September 8, 2024

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

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 a Bancassurance Financial Advisor, your daily grind is all about meeting our customers' financial needs through EWAI’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

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, Power Point, etc.)
Fresh graduates are also encouraged to apply (Business courses)
Willing to be assigned in Eastwest Bank Batangas City Branch
College undergrads with 2 years customer service/sales experience are also welcome to apply

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 East West Bank staff to ensure they understand EWAI’s customer-centric solutions
Conduct financial planning and recommend EWAI solutions to East West Bank customers – to understand their financial needs and help them achieve their goals
Solicit new business, cross-sell, and up-sell to East West 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. maintain good relationships with our bank partner and customers; work with East West Bank staff to ensure they understand EWAI’s customer-centric solutions.

Job Type: Full-time
Pay: Php20,000.00 - Php35,000.00 per month
Benefits:

Additional leave
Company Christmas gift
Health insurance
Life insurance
Opportunities for promotion
Paid training

Supplemental Pay:

13th month salary
Bonus pay
Commission pay
Performance bonus
Quarterly bonus

Education:

Bachelor's (Preferred)

Experience:

Sales: 1 year (Required)

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