Glaiza Liad

The Area Relationship Manager (ARM) is responsible for selling life insurance products to individuals and businesses. This role involves building relationships with clients, understanding their insurance needs, providing tailored solutions, and achieving sales targets. The ARM will also educate clients about the benefits of life insurance and assist them through the application process.

Duties and Responsibilities:
1. Caters to the top tier of referrers of the identified area in RBG where the ARM will be assigned.
2. Identify and reach out to EWB New to bank and Existing to bank customers
3. Partnership with other departments of the bank particularly Corporate Banking Group, Consumer Loans Center and Cash Management Sales

• Led a team of financial advisors to achieve company goals and exceed targets consistently, fostering a positive work environment.
• Conducted regular performance evaluations to identify areas for improvement and develop action plans for growth.
• Developed strong relationships with Eastwest bank partners and clients, leading to increased customer satisfaction and repeat business.
• Improved overall efficiency by identifying areas in need of improvement and implementing necessary changes.

• Built strong relationships with Eastwest bank clients, fostering trust and loyalty in managing and providing the right financial solutions.
• Increased client satisfaction by providing personalized financial advice, investment strategies, after-sales service, and efficient insurance claims process.

• Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
• Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
• Provided sales and customer service assistance to walk-in traffic