Financial Solutions Consultant

FWD Life Insurance Corporation; Taytay; On-site; PHP 600,000 - 900,000; Full time

Job summary

FWD Life Insurance Corporation in the Philippines seeks a results-driven sales professional to drive overall sales performance, acquire new business, and retain quality accounts across the Taytay area.

The role focuses on building strong bank partner relationships, generating leads, and expanding the dedicated sales distribution model for financial services. Bachelor's degree required with solid sales experience in related sectors.

Qualifications

• Bachelor's degree required.
• Solid sales experience preferred from insurance, banking, real estate or pharmaceutical industries.
• Experience in financial services sales to high-net-worth clients is an advantage.
• Strong analytical and problem-solving skills with customer focus.
• Team player who can work independently with high energy and goal setting.
• Excellent oral, written and interpersonal communication skills.

Responsibilities

• Deliver sales performance and acquire new business.
• Retain quality business for the assigned branch and area.
• Implement strategic initiatives to build and maintain cordial business relationships with bank partners and to grow the sales distribution model.
• Establish and nurture relationships with bank partners (e.g., Security Bank) to generate leads.

Skills

Sales experience

Financial services sales

Analytical skills

Communication skills

Teamwork and independence

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.