Bancassurance Financial Solutions Consultant - Makati City

FWD Life Insurance Corporation; Makati; On-site; PHP 420,000 - 720,000; Full time

Benefits offered by this job

Fixed monthly salary + allowance

Guaranteed monthly bonus

HMO coverage from day 1

Incentives: local and international</n

Job summary

FWD Life Insurance Corporation seeks a Financial Solutions Consultant to drive sales and acquire new business in the Makati area. You will help retain quality accounts and execute strategic plans to strengthen ties with bank partners and expand the distribution network.

The role calls for a bachelor's degree, strong sales experience in financial services, and excellent communication and analytical skills. Willing to relocate to Makati is required.

Qualifications

• Bachelor's degree required, preferably in business.
• Willing to be deployed or relocated to Makati City.
• Sales experience preferred from insurance, banking, real estate, pharmaceutical or any sales industries.
• Strong analytical and customer-focused mindset.
• Excellent verbal, written and interpersonal communication skills.

Responsibilities

• Deliver sales performance and acquire new business.
• Retain quality business for the assigned branch.
• Implement initiatives to build and maintain strong relationships with bank partners and grow the sales distribution model.

Skills

Sales experience

Strong communication

Analytical thinking

Independent and motivated

Team player

Presentation skills

Education

Bachelor’s degree

Job description

About the Role:

We are seeking a highly motivated and results-driven Financial Solutions Consultant to join our growing Bancassurance Sales Force. In this role, you will:

• Responsible for overall delivery of sales performance and acquisition of new business.
• Retention of quality business for the assigned branch, and
• 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:

• At least Bachelor’s Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply.
• Willing to be deployed or relocated in ( Makati City ) Area.
• Nice to have Sales Experience preferably from insurance, banking, real estate, 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.

Benefits:

• Fixed monthly Salary + Allowance, and guaranteed Month Bonus
• HMO coverage on day 1
• Exciting local and international trip incentives
• Paid leave entitlement
• Opportunities for promotion