Financial Consultant

FWD Life Insurance Corporation; Taguig; On-site; PHP 334,800 - 558,000; Full time

Job summary

A leading insurance firm in Metro Manila seeks a Financial Solutions Consultant to drive sales and manage client relationships. Candidates should possess a Bachelor’s degree, preferably in business, and have strong sales and account management skills. The role requires analytical abilities, effective communication, and a proactive approach to goal-setting. Fresh graduates are encouraged to apply for this dynamic opportunity.

Qualifications

• At least Bachelor’s Degree graduate, preferably in business.
• Minimum 1 year of sales and account management experience in financial services.
• Trustworthy, reliable, and business-savvy individual.

Responsibilities

• Act as an ambassador for FWD to the clients of partnered bank.
• Responsible for overall delivery of sales performance and acquisition.
• Retention of quality business for the assigned branch and area.

Skills

Sales and account management

Analytical skills

Interpersonal communication

Presentation skills

Problem-solving

Education

Bachelor’s Degree in a business-related course

Job description

Job Summary:

As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution model.

Key Accountabilities:

• 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 & Experience Required:

• At least Bachelor’s Degree graduate but preferably business course related. Fresh graduate are strongly encouraged to apply.
• Minimum 1 year solid sales and account management experience in financial services is and 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 degree of energy, motivation and ability to set own goals/priorities..
• Highly effective oral, written and interpersonal communication, presentation and influencing skills.
• Trustworthy, reliable and business savvy.