Philippines Job Openings

EASTWEST AGEAS LIFE INSURANCE CORPORATION

Financial Advisor (Isabela-Roxas)

Cauayan

FULL TIME

September 22, 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 Roxas, Isabela 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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