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Financial Solutions Advisor

2 to 4 Years Experience

East West Ageas Life Insurance Corporation

With business certificates
Rosario, Batangas
Posted on : August 30, 2019
Job ID : 331378

Details

EAST WEST AGEAS LIFE INSURANCE COPORATION
 
We’re old and new at the same time. And somewhat in the middle of that too. We’re a  fairly new life insurance company, but our roots come from Ageas, a leading  multinational insurance group in Belgium with a heritage spanning almost two centuries. And EastWest Bank, one of the fastest-growing universal banks in the country.
 
We’re open and colorful. We have an open-office plan at our Head Office in BGC – to encourage real conversations among our Troopers. When you come for a visit, you’ll be greeted by pops of color everywhere – to inspire creativity in everyone. Even our logo is colorful with a hint of a swing to it. Our working hours aren’t rigid – you can swing by at 7am and leave at 4pm. As long as you have your manager’s thumbs up.
 
We see things differently. We value life. And the future – yours and our customers’. We’re here because we want Filipinos to live their best lives today. And we believe that that is possible if we help them plan their tomorrows. Today.
 
Ready to be a Trooper? Join us and let’s touch the lives of Filipinos with the colors of Troo.
 
FINANCIAL SOLUTIONS ADVISOR
 
Location: Based in an EastWest Bank Store with travel to meet customers as required.
 
Working hours / Job Type (Full Time / Contract): Monday - Friday, 8:30am - 5:30pm (Full-time)
 
Reporting to: Troo Area Manager
 
Department/Functional Team: Bancassarance Sales
 
Overall purpose, duties and responsibilities of the role:
 
To meet and exceed sales targets by providing customers with customer centric solutions that meet their financial needs by following Troo agreed customer centric processes.
 
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 EastWest Bank staff to understand their financial situation and recommending Troo Financial Solutions that help the customers achieve their identified goals
• Solicit new business, cross-sell and up-sell to the partner bank’s customer base
• Manages the solution’s process flow from application to delivery, to after sales service and performs customer service and business conservation
• Handles activity planning and reporting both to the sales team and to the bank partner.
• Attends the regular meetings with sales team
• Arranging meetings with existing clients, at least once a year, acknowledging birthdays and anniversaries etc., to review their financial circumstances and needs;
obtaining referral to further prospects, where appropriate
• Ensuring that any and all compliance requests from internal and external sources are understood and implemented
• Being generally aware of financial markets in The Philippines, including products and competitors, and being able to use this knowledge to answer objections from customer and EastWest Bank staff
 
Essential Skills / Qualifications:
• 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
• Must be a graduate of 4-year college course
• Proficiency in Microsoft application (Word, Excel, PowerPoint, etc.)
• No record of work employment termination due to just cause
• No negative record with NBI and Credit Investigation Bureau, Inc.
 
Personal Attributes:
• Well dressed, professional appearance, with a confident, positive and respectful manner
• Being sales-orientated, self-motivated and keen to succeed
• Strong interpersonal skills, relationship builder attitude with both colleagues and customers
• Proficiency in spoken and written English
• Proficiency in spoken and written Chinese a distinctadvantage
• Presents as a professional and knowledgeable individual with good listening skills and high levels of empathy with others
• Having high levels of enthusiasm and energy
• Showing flexibility in approach and able to change and adapt to circumstances
• Having good levels of numeracy
• Team player, confident, excellent in oral communication
 
Key Performance Indicators:
 
The primary indicator will be agreed metrics of:
• Sales Targets
• Policy Count
• First Year and Second Year Persistency Ratings
 
These targets will be defined upon contracting and is subject to yearly adjustment based on Company set goals

Secondary indicators will include:
• Developing and maintaining effective working relationships with EastWest Bank and Troo staff
• Maintaining a high level of service with EastWest Bank and Troo customers
• Fulfilling company standards relating to Code of Conduct, record keeping, advice provision and general compliance


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