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Financial Solutions Advisor (Quezon City)

Company:
East West Ageas Life Insurance Corp. (Troo)
Location:
Quezon City, Philippines
Salary:
Negotiable
Posted:
November 08, 2019

Description:

Qualifications:

- Must be a graduate of 4-year college course

- A minimum of 1 year experience in dealing directly with customers, preferably in a financial institution.

- Experience of selling goods or services to individual customers is also a plus.

- Career shifters are also encouraged to apply

- Proficiency in Microsoft application (Word, Excel, PowerPoint, etc.)

- Must be willing to assign in one of these locations: Acropolis, Edsa Munoz, G. Araneta Ave., Katipunan St. Ignatius, Tomas Morato

Job Duties:

- 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