Financial Advisor For Toril, Davao

Eastwest Ageas Insurance

• At least 1 year(s) of working experience in the related field is required for this position.
• Candidate must possess at least a Bachelor's/College Degree, Some College (But did not graduate) on Business Studies/Administration/Management, Finance.
• Junior Associate (1-4 yrs experience) specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent.
• Required skill(s): Sales, Presentation, Communication, Customer Service.
• Required language(s): English, Tagalog, Dabawenyo, Cebuano.

Responsibilities

Be a Bancassurance Financial Advisor in Toril, Davao | 20K Base Salary + following Incentives:

• Earn P10,000 Joining Bonus* for July class
• Earn as much as P15,000 monthly position incentive!
• Earn as much as P18,000 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

Have what it takes to be a game-changer in the Filipino insurance industry? Can we hear a big bold YES?

Say yes to EastWest Ageas Insurance and be a Bancassurance Financial Advisor today! We’re looking for authentic, bold, and charismatic stewards ready to work towards our goals and passion.

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 an EWA Financial Advisor, your daily grind is all about meeting our customers' financial needs through EWA’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

• Understands customer needs to provide positive experience for every interaction

The Important Stuff:

• Completed at least 2 years in college + relevant experience in sales or customer service
• Fresh graduates from business-related courses

• 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, PowerPoint, etc.)

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 EastWest Bank staff to ensure they understand Troo’s customer-centric solutions

• Conduct financial planning and recommend Troo solutions to EastWest Bank customers – to understand their financial needs and help them achieve their goals

• Solicit new business, cross-sell, and up-sell to EastWest 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

Additional Info

• Salary between PHP 20,000.00 and PHP 30,000.00
• Full Time position(s) are available.
• Number of vacancies: 1.

About Us

Our Story

Hello there. 

We're EastWest Ageas Insurance. We used to be called Troo, but we’ve refreshed recently to carry both our parent firms’ names—East West and Ageas.

We were founded in 2015?and are?the first insurance company in the world to have an end-to-end integrated IT platform in the cloud. Our technology enables us to offer our customers a seamless experience and customized financial solutions. 

It's our passion and commitment?to help Filipinos?plan for?a better tomorrow so they can live their best lives today.

EastWest Ageas Insurance is a lifetime partnership between EastWest Bank, one of the country’s leading companies with over 400+ branches, and Ageas, an award-winning international insurance group with a heritage spanning 200 years.

Our solutions are designed with your needs in mind. So, they’re easy to understand, simple to manage, and?work?with your budget.

Who we are

Our Passion:

To help Filipinos plan a better tomorrow so they can live their best life today

Values: The qualities that define us

Bravery

We are courageous enough to stand by our convictions, and be there when it really matters.

We harness the power of being positive, to realize ambitions and remove obstacles.

Creativity

We are smart thinkers, ready to explore different avenues, to find a better way.

Integrity

We are honest and transparent in creating, offering

and delivering the right solution for each customer.