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Full-time Email Us Financial Advisor (quezon City)

at East West Ageas Life Insurance (troo) in Metro Manila

Duties and Responsibilities:

• 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

Qualifications:

• Must be a graduate of 4-year college course (any)
• A minimum of 1 year experience in dealing directly with customers, preferably in a financial institution and experience of selling goods or services to individual customers.
• Career shifters are also encouraged to apply.
• Proficiency in Microsoft application (Word, Excel, PowerPoint, etc.)
• Willing to undergo training
• Willing to be assigned in Quezon City


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Published at Sep 09, 2019
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