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Full-time Email Us Troo Advisor (tanza, Cavite)

at Troo (east West Ageas Life Insurance) (Anywhere)

Basic qualifications:

• A minimum of 1 year experience in dealing directly with customers, preferably in a financial institution
• Must be a graduate of 4-year college course
• Proficiency in Microsoft application (Word, Excel, PowerPoint, etc.)
• Must be willing to assign in Tanza, Cavite.

Overall purpose, duties and responsibilities of the role:

To meet and exceed sales targets by providing customers with customer centric solutions that meet their financial needs by following Troo agreed customer centric processes.

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 EastWest Bank staff to understand their financial situation and recommending Troo Financial Solutions that help the customers achieve their identified goals.
• Solicit new business, cross-sell and up-sell to the partner bank’s customer base
• Manages the solution’s process flow from application to delivery, to after sales service and performs customer service and business conservation
• Handles activity planning and reporting both to the sales team and to the bank partner.
• Attends the regular meetings with sales team
• Arranging meetings with existing clients, at least once a year, acknowledging birthdays and anniversaries etc., to review their financial circumstances and needs; obtaining referral to further prospects, where appropriate
• Ensuring that any and all compliance requests from internal and external sources are understood and implemented
• Being generally aware of financial markets in The Philippines, including products and competitors, and being able to use this knowledge to answer objections from customer and EastWest Bank staff

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Published at Feb 20, 2020
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