Philippine Jobs


Sharing is Caring

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

at Troo (east West Ageas Life Insurance) (Anywhere)
Published at Feb 26, 2020

This job post has already expired.
Jobs posted 60 days ago are considered expired.

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

Sharing is Caring

We know that resume is a must to apply for a job. If you don't have one or yours is already obsolete. HireMe.ph gives you free editable resume templates here.


Recent jobs at Troo (east West Ageas Life Insurance)
Full-time Troo Advisor (navotas) at Troo (east West Ageas Life Insurance) in Metro Manila Mar 04, 2020
Full-time Troo Advisor (san Juan City) at Troo (east West Ageas Life Insurance) in Metro Manila Mar 03, 2020
Full-time Troo Advisor (quezon City) at Troo (east West Ageas Life Insurance) in Metro Manila Mar 02, 2020
Full-time Troo Advisor (quezon City) at Troo (east West Ageas Life Insurance) in Metro Manila Feb 28, 2020

« Go back to category
Is this job ad fake? Report it!   
Published at Feb 26, 2020
Viewed: 3327 times

Sharing is Caring