Financial Solution Consultanta

FWD Life Insurance Corporation; Tuguegarao; On-site; PHP 446,000 - 781,000; Full time

Benefits offered by this job

Fixed monthly pay + allowance

HMO coverage on day 1

Exciting local and international trip"

Paid leave entitlement

World class learning and training

Job summary

FWD Life Insurance Corporation in the Philippines seeks a Financial Solutions Consultant to serve clients of our partnered bank, helping them celebrate living and grow sales through the bank's channels. You will report to the Area Sales Head and drive performance across assigned branches.

Ideal candidates hold a Bachelor’s degree and have at least 1 year of sales/account management experience, with strong communication and analytical skills to build trusted relationships.

Qualifications

• Bachelor’s degree required; business field preferred.
• Minimum 1 year solid sales and account management experience in financial services is an advantage.
• Strong analytical and problem-solving skills with customer focus.
• Ability to work independently with high energy and motivation.
• Excellent oral, written and interpersonal communication and presentation skills.
• Trustworthy, reliable and business savvy.

Responsibilities

• Offering FWD’s Traditional and Variable products to clients of the partnered bank.
• Delivery of sales performance and acquisition of new business.
• Retention of quality business for the assigned branch and area.

Skills

Sales experience

Account management

Analytical skills

Communication skills

Independent working

Team player

Education

Bachelor’s degree

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 graduate are strongly encouraged to apply.
• 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.

Rewards:

• Fixed monthly pay + allowance, and guaranteed bonus
• HMO coverage on day 1
• Exciting local and international trip incentives
• Paid leave entitlement
• World class learning and training