Bank-Partner Financial Solutions Consultant

FWD Insurance

Philippines

On-site

PHP 420,000 - 660,000

Full time

14 days+
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Job summary

FWD Life Philippines is seeking a Financial Solutions Consultant to represent FWD to clients of a partnered bank, helping them celebrate living.

You will be involved in implementing strategic initiatives to build and maintain cordial business relationships with bank partners to grow and retain a dedicated sales distribution model.

You will be reporting to the bank branch of assignment and to the FWD Area Sales Head, driving sales and retention of quality business for the assigned area.

Qualifications

  • Bachelor’s degree, preferably in business; fresh graduates encouraged.
  • At least 1 year solid sales and account management experience in financial services is an advantage.
  • Has 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 energy, motivation and ability to set own goals/priorities.
  • Highly effective oral, written and interpersonal communication, presentation and influencing skills.

Responsibilities

  • Offering of 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

Analytical skills
Communication skills
Team player
Independent worker
High motivation

Education

Bachelor’s Degree

Job description

FWD Life Philippines is seeking a Financial Solutions Consultant to represent FWD to clients of a partnered bank, helping them celebrate living.

You will be involved in implementing strategic initiatives to build and maintain cordial business relationships with bank partners to grow and retain a dedicated sales distribution model.

You will be reporting to the bank branch of assignment and to the FWD Area Sales Head, driving sales and retention of quality business for the assigned area.

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