Company Description

We are EastWest Ageas Insurance, formerly known as Troo. Founded in 2015, we offer simple and flexible life insurance options designed for modern lifestyles. As the first insurance company with an end-to-end integrated IT platform in the cloud, we provide a seamless experience and customized financial solutions. Our dedication is to help Filipinos plan for their future while living their best lives today. We are a partnership between EastWest Bank, a top 10 universal bank in the Philippines, and Ageas, a large international insurance group with nearly 200 years of expertise.
Role Description

This is a full-time on-site role for a Financial Advisor located in General Santos. The Financial Advisor will be responsible for providing financial planning services, assisting clients with retirement planning, offering investment advice, and delivering comprehensive financial advisory services. Day-to-day tasks include meeting with clients to assess their financial needs, developing customized financial plans, monitoring investment portfolios, and ensuring clients achieve their financial goals.
Qualifications

• Financial Planning and Finance skills
• Retirement Planning and Investments skills
• Experience in providing Financial Advisory services
• Excellent written and verbal communication skills
• Strong analytical and problem-solving abilities
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Certification or licensure as a financial advisor/planner is a plus