Financial Solutions Consultant

FWD Life Insurance Corporation; San Jose del Monte; On-site; PHP 600,000 - 900,000; Full time

Job summary

FWD Life Insurance Corporation in the Philippines seeks a sales-focused professional responsible for overall delivery of sales performance and acquisition of new business, with emphasis on growth through Security Bank partnerships.

You will retain quality business for the branch and area, implement strategic initiatives to strengthen bank relationships, and grow a dedicated sales distribution model. Bachelor's degree required; solid sales experience across financial services expected.

Qualifications

• 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.

Responsibilities

• Offerings 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

Sales experience

Insurance & banking sales

Analytical skills

Communication skills

Independent working

Presentation 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.