Financial Solutions Consultant

FWD Life Insurance Corporation; Makati; On-site; PHP 700,000 - 1,200,000; Full time

Job summary

FWD Life Insurance Corporation in Makati seeks a results-driven sales leader responsible for driving overall sales performance and acquiring new business. The role focuses on retaining quality business across the branch and area while implementing strategic initiatives to strengthen bank partnerships and expand the dedicated sales distribution model.

The ideal candidate will bring solid financial services sales experience, strong analytical and communication skills, and the ability to work

Qualifications

• Bachelor's degree is required.
• Solid sales experience in financial services or related sectors is preferred.

Responsibilities

• Responsible for overall delivery of sales performance and acquisition of new business.
• Retention of quality business for the assigned branch and area.
• Develop strategic initiatives to strengthen bank partner relationships and grow the sales distribution model.

Skills

Sales experience

Analytical skills

Communication skills

Independent working

Team player

Influencing skills

Education

Bachelor's degree

Job description

Job Summary:

• Responsible for overall delivery of sales performance and acquisition of new business
• Retention of quality business for the assigned branch and area
• Entails implementation of strategic initiatives to build and maintain cordial business relationship with bank partners and to grow and retain dedicated sales distribution model.

Job Summary:

• Responsible for overall delivery of sales performance and acquisition of new business
• Retention of quality business for the assigned branch and area
• Entails implementation of strategic initiatives to build and maintain cordial business relationship with bank partners and to grow and retain dedicated sales distribution model.

Key Accountabilities:

• 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

Skills & Experience Required:

• Bachelor's degree

• Solid sales experience preferably from insurance, banking, real estate and pharmaceutical industry.
• A 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 is an advantage.
• 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.