Financial Solution Consultant - San Juan & Mandaluyong Area

FWD Life Insurance Corporation; Manila; On-site; PHP 335,000 - 670,000; Full time

Benefits offered by this job

Fixed monthly salary + allowance

Guaranteed month bonus

HMO coverage

Annual trip incentives

Paid leave entitlement

Job summary

FWD Life Insurance Corporation in Manila seeks a Mobile Financial Solutions Consultant to drive Bancassurance sales, acquire new business, and retain quality portfolios within Security Bank partnerships. You will implement strategic initiatives and maintain cordial relationships with bank partners to grow the distribution network.

The role requires a Bachelor's degree, strong analytical and communication skills, and proven sales experience in financial services or related industries.

Qualifications

• Bachelor's degree required.
• Willing to be deployed or relocated to San Juan City or Mandaluyong City.
• Strong analytical and problem-solving skills.
• Internal and external customer focus.
• Team player with ability to work independently and stay motivated.
• Excellent oral, written and interpersonal communication, presentation and influencing skills.
• Sales experience in insurance, banking, real estate, pharmaceutical or any sales industries is a plus.
• Experience in Financial Services sales to high-net-worth clients is advantageous.

Responsibilities

• Offer FWD's Traditional and Variable products to Security Bank clients.
• Establish and maintain relationships with Security Bank to generate leads.
• Achieve overall sales performance and acquire new business.
• Retain quality business for the assigned branch.
• Implement strategic initiatives to strengthen partnerships with bank partners.

Skills

Sales skills

Communication

Analytical thinking

Independent worker

Team player

Customer focus

Education

Bachelor's Degree

Job description

About the role

We are seeking a highly motivated and results-driven Mobile Financial Solutions Consultant to join our growing Bancassurance Sales Force. You will be responsible for overall delivery of sales performance and acquisition of new business, retention of quality business for the assigned branch, and implementation of strategic initiatives to build and maintain cordial business relationship with bank partners and to grow and retain dedicated sales distribution model.

Key responsibilities

• Offering of FWD's Traditional and Variable products to Security Bank clients
• Establishing a good relationship with Security Bank in order to produce lead generations
• Overall delivery of sales performance and acquisition of new business
• Retention of quality business for the assigned branch
• Implementation of strategic initiatives to build and maintain cordial business relationship with bank partners

About you

• At least Bachelor's Degree graduate
• Willing to be deployed or relocated in San Juan City or Mandaluyong City Area
• Strong analytical and problem-solving skills
• 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
• Sales experience preferably from insurance, banking, real estate, pharmaceutical industry or any Sales industries (nice to have)
• Commendable sales performance specializing in Financial Services (Insurance, Unit Trust, Securities, Investment, etc) and in Corporate Banking or Wealth Management/Financial Planning services to high-net-worth clients (advantage)

Benefits

• Fixed monthly Salary + Allowance, and guaranteed Month Bonus
• HMO coverage on day 1
• Exciting local and international trip incentives
• Paid leave entitlement
• Opportunities for promotion