Overall purpose, duties and responsibilities of the role:
Support the Product Management Head in executing the product roadmap by owning and ensuring successful delivery of product development and enhancement projects.
Duties and Responsibilities:
Project Management/Governance SupportDesign new life insurance products, enhancements, and solutions to drive KPIs. Ensure the interests of the stakeholders (company, customer, and distribution) and risks are considered in the process.Lead cross-functional teams during the product development cycle following the product development governance. Ensure regulatory, marketing, and technical readiness upon the scheduled launch.Provide project updates to the Product Management Committee including presentation of relevant information to come up with a sound business decision.
Product StrategyDevelop a strong product/portfolio story and proposition backed by research and ensure this will translate to customer- and distribution-facing materials including the sales illustration.Manage market and competitor intelligence artifacts and reports. Analyze market and competitor trends and propose necessary actions to keep up with the competition.Exercise post-launch monitoring of products, and where necessary, propose campaigns to meet product KPIs.
Others:Support annual review of the product portfolio.Provide product insights and support to other business units and institutional projects within reasonable and agreed TAT.Execute enhancements to comply with the new regulatory guidelines, if any.
Essential Skills / Qualifications:Essential Skills / Qualifications:Bachelor’s Degree holder in Mathematics, Actuarial Science, Business Administration, Marketing Management, or equivalentMust have at least 4 years’ experience in life insurance, preferably in product development, pricing, project management, or operationsShould be able to lead a cross-functional teamKnowledge in life insurance products, underwriting, operational guidelines, and marketingShould be able to lead a project end-to-endFLMI designation is a plus Excellent presentation, communication, and time management skills.
Be an Executive Financial Advisor in Pagadian City | Earn up to 26K Base Salary + Incentives:Get 10K Joining Bonus for April HiresEarn 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 potentialWork-Life balance with fixed dayshift and weekends offFollows Philippine bank holidaysFun 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
Be an Executive Financial Advisor in Mandaue Subangdaku and N. Escario Cebu | Earn up to 26K Base Salary + Incentives:Get 10K Joining Bonus for April HiresEarn 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 potentialWork-Life balance with fixed dayshift and weekends offFollows Philippine bank holidaysFun 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
Overall purpose, duties and responsibilities of the role:The E-Learning Manager is responsible for the following management of online learning platform and materials for Eastwest Ageas Insurance.
Duties and Responsibilities:1. Content Design and Development· Implement the end-to-end ADDIE as it relates to e-learning (Analyze, Design, Develop, Implement, Evaluate).· Produce curricula and high-quality e-learning modules and online assessments that suit online and blended learning & adult learning principles.· Provide advice and recommendations to EWA subject matter experts with regard to topics that suit the e-learning environment.· Collaborate with EWA Lab Education and Talent Management to develop e-learning modules that support new hire training, new product training and general EWAper development.· Participate in any working group that needs e-learning support; participate in content audit as required; adhere to correct and consistent presentation style across resources developed.· Prepare the storyboard and translates a material into an e-learning course through multimedia development.· Upload and configure a course in the LMS based on the expected learning experience for the learners.· Manage course requests and pipeline of courses to be released through the LMS.
2. Project Coordination· Manage course requests and pipeline of courses to be released through the LMS.· Lead project delivery and provide advice and expertise as necessary in terms of developing and implementing innovative e-learning solutions· Manage multiple and ongoing digital learning projects.· Work with EWA Marketing, EWA Tech and other units to support e-learning content requirements; produce internal communication materials (posters, videos) as needed.
3. LMS Management and Reports· Oversee the general management of LMS, including system maintenance in partnership with EWA Tech and/or LMS vendor, user access management and configuration of functionalities to ensure a consistent and positive end-user experience.· Run demos and/or user learning sessions for individuals and target groups, if necessary.· Ensure that participants optimize the content available in the LMS. Do regular campaigns if needed.· Utilize LMS reporting capabilities and developing custom reports to assist stakeholders in decision making· Act as first level support to address concerns related to the platform and performs simple processes related to maintenance of the platform.
Essential Skills / Qualifications:More than 3 years of direct working experience in managing an LMS environmentMore than 10 e-learning modules createdStrong technical skills in using e-learning authoring tools such as articulate, adobe captivate; video editing and graphics design are a plusLearning and Development BackgroundStrong business partnering skills
Overall purpose, duties and responsibilities of the role:
The Leader Development Senior Specialist designs and delivers leadership development initiatives that strengthen the capability, performance, and sustainability of agency leaders across all levels. This role focuses on building leaders who can recruit, develop, and drive results in a high-performance, sales-driven environment while upholding the company’s values and commitment to serving Filipino families.
Duties and Responsibilities:1. Training Design and DeliveryDevelop and facilitate leadership programs focused on people management, coaching for performance, field leadership, and culture-building.Deliver programs through blended learning formats: classroom training, virtual sessions, field immersions, and peer learning.
2. Agency Leadership Development StrategyDesign and implement leadership development programs tailored to the agency career path and the core competencies for each level.Align leadership initiatives with agency growth priorities, productivity goals, and retention strategies.Translate agency performance challenges into targeted leadership capability-building solutions.
3. Coaching & Leader EnablementBuild coaching capability among Agency Leaders to improve agent productivity, engagement, and retention.Support the rollout of coaching frameworks, field coaching tools, and leader playbooks.Partner with HO Agency and Sales Management Teams to reinforce learning application in the field.
4. Stakeholder PartnershipAct as a strategic partner to HO Agency Management Team and District/Branch Managers.Influence without authority and build strong relationships with Agency Leaders.Clearly communicate program intent, expectations, and outcomes to stakeholders.
5. Measurement & Continuous ImprovementTrack program effectiveness using program evaluation and performance indicators (e.g. recruitment and productivity metrics).Stay updated on agency leadership trends, sales leadership best practices, and adult learning methodologies.
Essential Skills / Qualifications: University Bachelor’s degree in Psychology, Human Resources, Business, Education, or any related field.Master’s degree or certification in Psychology, Organizational Development, or Business Management is an advantage.At least 5 years of experience in Leadership Development, Sales Training, or Sales Management in the life insurance industry.Demonstrated experience designing and facilitating leadership programs for Agency Leaders.Strong exposure to working with Agency Sales Leaders in the life insurance industry.
Relevant Competencies: Sales and Agency Business Acumen - Deep understanding of agency and sales leadership dynamics.High-impact Communication and Facilitation - Strong facilitation, coaching, and influencing skills, with excellent communication and presentation skills.Field Credibility and Stakeholder Influence - Ability to translate sales and agency performance data into development solutionsAgility in a Target-driven Environment - Resilience and adaptability in a fast-paced, target-driven environment
Functional Competencies:
Agency Leadership Program Design & FacilitationCoaching Culture EnablementField Application and ReinforcementProgram Measurement and Impact Evaluation
