Financial Solutions Consultant

Philippine Future Providers PFP Inc.; Pateros; On-site; PHP 360,000 - 540,000; Full time

Job summary

FWD Group through FWD Life Philippines is seeking a dynamic sales professional to drive overall sales performance and acquire new business while retaining quality accounts for the assigned branch and area.

The role focuses on building strong relationships with bank partners and growing a dedicated sales distribution network, while offering FWD’s traditional and variable products to clients such as Security Bank.

Qualifications

• Minimum 1 year solid sales and account management experience, preferably from telecommunications, real estate, tourism services, banking or luxury sectors.
• Proven sales performance in Financial Services (Insurance, Unit Trust, Securities, Investment) and Corporate Banking or Wealth Management is a plus.
• Strong analytical, problem-solving, and customer-focused mindset; able to work independently with high energy.

Responsibilities

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

Skills

Sales

Account management

Banking

Wealth management

Financial services

Communication

Interpersonal skills

Analytical skills

Teamwork

Independent work

Job description

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.

For more information, please visit www.fwd.com

About FWD Life Philippines

FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.

For more information, please visitfwd.com.ph.

1 www.insurance.gov.ph > Statistics > Life > 2022 > Based on Paid-Up Capital

2 www.insurance.gov.ph > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent

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 able to produce lead generations

Skills & Experience Required:

• Minimum 1 year solid sales and account management experience preferably from telecommunications, real estate, hotel management/tourism services, banking and stock trading, luxury auto sales and pharmaceutical industry specifically handling top clients portfolio.
• 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.

Privacy Notice

Your privacy is a priority for FWD. The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.

FWD has partnered with Talocity Instasolutions Private Limited (“Talocity”) to manage the initial filtering of candidate’s profiles through video interviews, social profile mapping, and video analytics using artificial intelligence engine that is offered within the Talocity platform. The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to Talocity Privacy Policy.