Bank-Partner Financial Solutions Advisor

FWD Life Insurance Public Company Limited; Taguig; On-site; PHP 350,000 - 550,000; Full time

Job summary

FWD Life Philippines is seeking a Financial Solutions Consultant to serve clients of our partnered bank, promoting traditional and variable life products. You will act as an ambassador for FWD and help build strong bank relationships to grow and retain our sales distribution.

Reporting to the FWD Area Sales Head, you will drive sales performance, acquire new business, and retain quality policyholders for your branch and area.

Qualifications

• Bachelor's degree, preferably business.
• Minimum 1 year sales and account management experience in financial services is an advantage.
• Strong analytical and problem-solving skills with a focus on customers.
• Team player, able to work independently with energy and goal orientation.
• Excellent oral, written and interpersonal communication, presentation and influencing skills.

Responsibilities

• Offer FWD’s Traditional and Variable products to clients of the partnered bank.
• Responsible for overall delivery of sales performance and acquisition of new business.
• Retention of quality business for the assigned branch and area.

Skills

Sales experience

Account management

Analytical skills

Communication skills

Interpersonal skills

Presentation skills

Influencing skills

Teamwork

Education

Bachelor's degree

Job description

FWD Life Philippines is seeking a Financial Solutions Consultant to serve clients of our partnered bank, promoting traditional and variable life products. You will act as an ambassador for FWD and help build strong bank relationships to grow and retain our sales distribution.

Reporting to the FWD Area Sales Head, you will drive sales performance, acquire new business, and retain quality policyholders for your branch and area.