Financial Sales Associate (Insurance) | Can Start ASAP

Risewave Consulting Inc.

Taguig

On-site

PHP 279,000 - 390,600

Full time

14 days+

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Job summary

A leading financial consulting firm is seeking a Financial Solutions Consultant in Metro Manila, Taguig. The role involves offering insurance products, managing sales performance, and building relationships with bank partners. Candidates should hold a Bachelor's degree and possess sales experience in financial services. Strong analytical, communication, and problem-solving skills are essential. Fresh graduates are encouraged to apply.

Qualifications

  • At least Bachelor's Degree graduate, preferably in a business-related course.
  • Minimum 1 year of sales and account management experience in financial services is an advantage.
  • Must have strong analytical and problem-solving 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.
  • Retain quality business for the assigned branch and area.

Skills

Sales skills
Analytical skills
Problem-solving skills
Customer focus
Communication skills

Education

Bachelor's Degree in Business or related field

Job description

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 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.

Join the country’s fastest-growing insurance company as a FWD Bancassurance Financial Solutions Consultant (FSC), email your résumé today.

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