Bancassurance Financial Solution Consultant

FWD Life Insurance Corporation; Bulacan; On-site; PHP 600,000 - 900,000; Full time

Job summary

FWD Life Insurance Corporation in the Philippines is seeking a results-driven sales professional to drive the delivery of sales performance and new business acquisition for the BGC/Taguig area, with responsibilities spanning traditional and variable insurance products and close collaboration with Security Bank partners.

The role emphasizes building durable relationships, lead generation, and maintaining a high standard of client service, requiring a Bachelor's degree, proven sales experience in

Qualifications

• Bachelor's degree required.
• Sales experience in insurance, banking, real estate or pharmaceutical industries is preferred.
• Proven sales performance in financial services and corporate banking or wealth management is advantageous.
• Strong analytical, problem-solving and customer-focused approach.
• Able to work independently with energy and good prioritization.
• Excellent verbal, written and interpersonal communication skills.

Responsibilities

• Offer FWD’s Traditional and Variable products to Security Bank clients.
• Establish a good relationship with Security Bank to generate leads.
• Deliver sales performance and acquire new business in the assigned branch and area (BGC, Taguig area) and maintain cordial business relationships with bank partners.

Skills

Sales Experience

Analytical skills

Customer focus

Team player

Communication skills

Education

Bachelor's degree

Job description

Job Summary:

• Responsible for overall delivery of sales performance and acquisition of new business.

• Retention of quality business for the assigned branch and area in BGC, Taguig Area.

• Entails implementation of strategic initiatives to build and maintain cordial business relationship with bank partners and to grow and retain dedicated sales distribution model.

Key Accountabilities:

• Offering of FWD’s Traditional and Variable products to Security Bank clients.

• Establishing a good relationship with Security Bank in order to produce lead generations.

Skills & Experience Required:

• Bachelor's degree

• Nice to have Sales Experience preferably from insurance, banking, real estate and pharmaceutical industry or any sales industries.

• A commendable sales performance specializing in Financial Services (Insurance, Unit Trust, Securities, Investment, etc) and in Corporate Banking or Wealth Management/Financial Planning services to high-net-worth clients is an advantage.

• Strong analytical and problem-solving skills as well as internal and external customer focus.

• Must be a team player but should be able to work independently with high degree of energy, motivation and ability to set own goals/priorities.

• Highly effective oral, written and interpersonal communication, presentation and influencing skills.

PRIVACY NOTICE FOR JOB APPLICANTS

FWD Life Insurance Corporation (“FWD”) collects and processes your personal data in connection with its recruitment and hiring process. This Privacy Notice applies to job applicants, prospective candidates, and participants in recruitment programs only.

We may collect and process the following personal data you voluntarily provide when you apply for a role:

• full name

• address

• email address

• contact details

• marital status

• date and place of birth

• gender/sex

• education and work history

• background investigation or screening result

• government‑issued IDs and numbers (e.g. SSS, PhilHealth, TIN, HDMF)

• information provided during job applications and interviews

• pre-employment medical examination results and competency assessment results

• Other information provided during recruitment process

We process only the personal data that is necessary and relevant to support our recruitment and hiring process, including evaluating candidates, maintaining recruitment records, contacting you regarding your application or future job opportunities, conducting required checks to assess suitability for the role, improving our recruitment processes, and complying with legal, regulatory and operational requirements.

If you accept an offer of employment, personal data collected during the pre‑employment phase will form part of your personnel records and will be retained in accordance with FWD’s Retention Schedule and applicable laws.

If you are not selected or do not accept an offer, we may retain and process your personal data for up to five (5) years, unless you request otherwise, to consider you for future employment opportunities.

Your personal data may be shared, on a need‑to‑know basis, with FWD’s recruitment team, hiring managers, and authorized third‑party service providers, subject to appropriate safeguards. FWD implements physical, organizational, and technical measures to protect your personal data against unauthorized access, loss, theft, misuse, or disclosure.

Your Rights

You have the right to be informed, access, correct, or object to the processing of your personal data in accordance with the Data Privacy Act of 2012. For inquiries or to exercise your rights, you may send an email to [e-mail] or [e-mail]. You may also write to:

Data Protection Officer

FWD Life Insurance Corporation

19F W Fifth Building

5th Ave. cor. 32nd St., BGC,

1634 Taguig City, Metro Manila

DATA PRIVACY CONSENT

By proceeding, I confirm that:

• I have read and understood this Privacy Notice and consent to the processing of my personal data as described herein.

• I understand that providing personal data is voluntary, however, failure to provide the required information may result in the discontinuance of my application or engagement.

• All information I have provided is true, complete, and correct to the best of my knowledge, and I have not knowingly withheld any material information. I understand that providing false, inaccurate, or incomplete information may render me ineligible for the application or engagement.

• I understand that this Privacy Notice does not form part of any contract that may be entered into between me and FWD PH.

• I understand that my consent does not preclude the existence of other lawful bases for processing and does not waive any of my rights under the Data Privacy Act of 2012, its Implementing Rules and Regulations, and other applicable laws.