Financial Advisor

  • Metro Manila
  • Permanent
  • Full-time
  • 1 month ago
Position Title: Bancassurance Financial Advisor Work Location: Assigned EastWest Bank Branch Employment Type: Full-Time Work Setup: Hybrid - Onsite at EastWest Bank store 2x per week , remaining days remote Job Summary As a Bancassurance Financial Advisor , you will offer life insurance and investment-linked products to clients of EastWest Bank. You will work closely with bank personnel to identify customer needs and provide tailored financial solutions that help clients achieve their financial goals. This role combines sales excellence with customer service, in a structured hybrid work setup . Key Responsibilities Promote and sell life insurance and investment products within the assigned EastWest Bank branch. Conduct client meetings, financial needs analysis, and regular follow-ups. Provide excellent customer service and personalized financial advice. Collaborate with EastWest Bank staff to generate leads and referrals. Meet or exceed monthly sales targets and key performance indicators. Attend required onsite reporting at the EastWest office twice a week . Qualifications Education & Experience: Completed at least 2 years in college with 2 years of sales or customer service experience , OR A Bachelor's degree with at least 1 year of experience in sales or customer service (preferably in a financial institution) Fresh graduates from business-related courses are encouraged to apply Skills & Attributes: Strong communication skills (verbal and written) Customer-focused with a likable and professional personality Highly motivated, goal-driven, and team-oriented Willing to be assigned onsite twice a week in an EastWest Bank branch Compensation & Benefits Monthly Basic Support: 20,000 Additional Allowances Unlimited earning potential through incentives and commissions Hybrid Work Setup : 2 days onsite, remaining days remote EastWest Ageas will provide all necessary work tools Fixed Dayshift Schedule Weekends Off Observance of Philippine Holidays Career development and growth opportunities in the insurance and banking industry About the Client EastWest Ageas Insurance is a joint venture between EastWest Bank , one of the fastest-growing local banks, and Ageas , a leading European insurer with nearly 200 years of global experience. Formerly known as Troo , the company is the first in the world to use a fully cloud-based end-to-end insurance platform, allowing them to deliver seamless, personalized financial solutions . Their mission is to help Filipinos plan for a better tomorrow and live their best lives today . Be part of a future-focused company that's changing the way Filipinos achieve financial freedom. Show more Show less

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