Executive Financial Advisor for Cebu

Be an Executive Financial Advisor in Cebu City | Earn up to 26K Base Salary + Incentives:

• Earn additional P20,000.00 monthly position incentive!
• 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 EWA's customer-centric solutions

Conduct financial planning and recommend life insurance 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