Financial Consultant - Manila

FWD Life Insurance Corporation; Manila; On-site; PHP 600,000 - 800,000; Full time

Job summary

An insurance company is seeking a Financial Solutions Consultant in Manila to promote financial products to clients of partnered banks. The role involves achieving sales targets and maintaining relationships with bank partners. Ideal candidates have a Bachelor's degree, at least six months in sales, and strong communication skills. Fresh graduates are encouraged to apply.

Qualifications

• Minimum 6 months to 1-year experience in sales or account management in financial services.
• Strong analytical and problem-solving skills.
• Must be a team player with the ability to work independently.

Responsibilities

• Offer FWD’s products to clients of partnered bank.
• Deliver sales performance and acquire new business.
• Retain quality business for the assigned branch.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Sales skills

Education

Bachelor’s Degree in Business or 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.

You will be reporting the bank branch of assignment and will be reporting to the respective FWD Area Sales Head.

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 graduates are strongly encouraged to apply.

• Willing to be deployed in DIVISORIA/BINONDO MANILA, JJOSE ABAD SANTOS, JUAN LUNA, CAMARIN

• 6 Months to Minimum 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 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.