job vacancies in Philippines

Financial Advisor

  • Full Time
  • National Capital Reg- Manila City
  • Salary As Per Industry Standard

Work Address : Manila City

Job Description

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

• A minimum of 1 year experience in dealing directly with customers, preferably in a financial institution. Ideally, 2 years experience of selling goods or services to individual customers.

• For new graduates: some experience in dealing directly with customers, in a part time or full-time role. This could be internal customers within the university or external customers in a job

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

• We offer Monthly salary + unlimited commission + other additional benefits

Benefits

Unlimited Commission plus additional benefit packages
Apply Now

Company Overview

Industry
Sales-Financial Services (Insurance, Unit Trust etc.)
Experience
Exprerience 0 - 1 Years
Qualification
Bachelors
Job Category
Sales-Financial Services (Insurance, Unit Trust etc.)
Job Role
Insurance Agent
Job Level
Employees with 1 to 5 years experience
Posted
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